Legacy understands that your level of philanthropic
experience and advisory needs are unique. No two donors
are alike. However, we have found that these six steps are
typically followed in establishing a customized
donor/Legacy relationship:

The Legacy Group is introduced to you by a professional advisor,
philanthropist colleague, or via our web site. You contact Legacy
and review your needs with a principal of the firm. Applicable
materials are immediately delivered for your review.

is held at your convenience during which the benefits of our
services are presented. Through casual dialog we will begin
to understand you, your needs, and your timetables.

will focus on your specific needs including:

• Identifying or affirming/adjusting your charitable goals
  by reviewing your passions. For example, If you could
  make only two grants in a given year, to whom would
  you make them? Together we will get to the heart of
  how you want to make a difference in society.
• After confirming your charitable goals, we’ll discuss whether
  or not the establishment of a foundation is your best choice
  as a giving vehicle. If so, is a private or a community based
  foundation preferable?
• If the establishment of a private foundation is appropriate
  for your situation, we will review the typical operational
  commitments and help you decide how much time you
  have to devote to its affairs.
• Do you already have a private foundation? If so, we’ll talk
  about issues such as your investment strategy/managers,
  strategic planning, staffing, and whether or not there are
  any new organizations that are addressing your charitable
  intentions in more effective and innovative ways.
• We will summarize our discussions by offering an initial,
  verbal summary of the services that Legacy can provide
  to address your specific circumstances.

is presented to you that specifically outlines the services
that Legacy can offer. Copies are sent to your advisors, family
members, and board members upon your recommendation.
Follow-up steps are planned and outlined in the proposal. A fee
for services is presented to you in a separate, written document.

During this step we will help you to fully understand the
relationship we have proposed. We will address your concerns,
answer your questions and refine the written proposal as needed.
This dialog can happen via personal meetings, the telephone,
or in writing. Discussions can be as frequent as you wish, and
may include family members and/or your personal advisors.

A final plan of engagement is presented which includes,
but is not limited to:

• A timeline with specific achievement targets for the first 12 months.
• A process for introducing the plan to family members, board
  members, advisors or grantees as necessary.
• The initiation of grant-making and operational procedures.
• Beginning special projects such as developing a web site
  or producing a newsletter or an annual report.

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