Legacy Leaders Releases State-of-the Art Donor Management Software

- Legacy Leaders has implemented its newly developed integrated donor management caller software. The Pinpoints System™ has redefined how tele-fundraising should be done for non-profit organizations worldwide... Read More

Credit Valley Hospital Foundation’s Planned Giving Program Takes a Leap Forward with Legacy Leaders

- Credit Valley Hospital Foundation (CVHF) can approximately expect up to $3.7 million in potential planned giving revenue after a successful Planned Giving Program with Legacy Leaders... Read More

Planned Giving Council of Greater Philadelphia Elects New Vice President

- The Planned Giving Council of Greater Philadelphia elected Michael J. Rosen, CFRE as its new Vice President. Rosen, who is Executive Vice President of Client Development at Legacy Leaders, will continue to serve as Chairman of the Council’s Education Committee... Read More

Grand River Hospital Foundation achieves a 30% Conversion Ratio in Bequest Expectancies with Legacy Leaders

- Grand River Hospital Foundation (GRHF) conducted a Planned Giving Pilot Study with Legacy Leaders and after a very successful program, the Foundation can expect approximately $778,000 to $1.844 million in planned gift revenue...Read More

Legacy Leaders Executive Visits Capitol Hill - Charitable IRA Rollover Update

- Michael J. Rosen, CFRE, Executive Vice President of Client Development at Legacy Leaders, met last week with Sen. Max Baucus (D-MT), and encouraged the Senator to support the reinstatement of the IRA Charitable Rollover provision that Congress allowed to expire at the end of 2007...Read More

AFP Announces Legacy Leaders Grants For Research on Planned Giving

- Association of Fundraising Professionals (AFP) has funded two important research projects through its Legacy Leaders Planned Giving Research Grants program...Read More

3 Types of Planned Gifts in One Program with Legacy Leaders

- Legacy Leaders has enhanced its planned giving campaigns to include Life Insurance and Charitable Gift Annuities along with Bequest Solicitation in its Planned Giving Programs... Read More

Royal Ontario Museum Governors Develops 119 New Bequest Expectancies with Legacy Leaders

- The Royal Ontario Museum Governors is continuously looking towards the future, and with the addition of the Michael Lee-Chin Crystal and the constant support from their donors, the future looks bright.... Read More

Gift Planners in Canada, Volume 13 Number 1 - January, 2008

- Correcting a Market Inefficiency, written by Ken Ramsay, President & CEO of Legacy Leaders, details the Planned Giving Market Inefficiency that exists in today's market"...Read More

Planned Giving Articles from the Globe and Mail - November 12, 2007

- Legacy Leaders President & CEO, Ken Ramsay discuses how one can shape the future through a planned gift within the article titled "Shaping for the future can be easier than you think"...Read More

Planned Giving Articles from the Globe and Mail - June 26, 2007

- Legacy Leaders President & CEO, Ken Ramsay is quoted in the first article, discussing his thoughts on Planned Giving for the future...Read More

Strong Growth Expected to Continue

- Bequest gifts to nonprofit organizations have grown significantly in recent years, perhaps partly reflecting the start of the much talked about intergenerational wealth transfer...Read More

New Charitable Giving Incentives Adopted

- President George W. Bush has recently signed a bill containing a modified IRA Charitable Rollover provision along with a number of other charitable giving incentives...Read More

Michael Rosen Ethics Article July/Aug 2006

- Ethical fundraising practices are the cornerstone of the profession, and Advancing Philanthropy endeavors to provide readers with examples and case studies to illustrate best practices...Read More

Estate Tax Debate Rages On: Three Must "Do's" for Gift Planners

- Those who adovocate for the elimination of the estate tax find the CBO report interesting but far from conclusive...Read More

The Future of the Gift Planner: How the Job is Changing

- Numerous industry leaders speculated on the trends of the Planned Giving industry over the next decade...Read More

Legacy Leaders considers it a privilege to share its expertise and research on Planned Giving with fundrasing professionals. Below is a list of Conferences and Workshops that Legacy Leaders will be attending. We invite you to visit us to discover how your organization can "Expect the Most" with Legacy Leaders.

Association of Fundraising Professionals - 46th AFP International Conference on Fundraising, in New Orleans, LA, from March 29 - April 1, 2009.

Michael J. Rosen, Executive Vice President of Legacy Leaders will be leading a seminar at the AFP Conference:  "Research Unveiled:  What Every Fundrasier Needs to Know about Bequest Giving"                                                                               Monday, March 30, 2009 - 1:15 PM to 2:30 PM