Who We Serve : Public Charities : Portfolio

Milwaukee Rescue Mission – Responding to the board of directors, Legacy is conducting a strategic planning process. The guiding principles include: input by many, decisions by few. The end result will be a relevant plan that guides decision-making for 3 – 5 years and will be concluded in six months.

Legacy Missions International, a Zambian Summer Camp for Aids Orphans – after a thorough assessment of fund raising, fresh ideas were placed into an execution plan and donor information was converted to eTapestry donor management software.

Foundation for a Great Marriage – Responding to a major donor partnering with a board of directors, The Legacy Group assessed this start-up organization’s ability to raise contributions resulting in a comprehensive plan, a $100,000 foundation grant, and a strategic marketing program to reach more donors.

The Clearing Retreat – Two private donors in Houston have now connected their deepest longings into an achievable plan. Their 100-acre ranch between Houston and Austin will be donated to provide retreats focused on healthy relationships…target audience? The medical community.