Legacy & Planned Giving
Your most loyal donors are ready for a legacy conversation. Legacy Call finds them.
A full-service, two-tier planned giving methodology, not a single survey, that uncovers bequests and deferred gifts most capital campaigns leave on the table.
The Untapped Gift Behind Every Loyal Donor
Planned giving prospects rarely make large outright gifts, but their loyalty often translates into deferred commitments worth 200-300 times their largest annual gift. Legacy Call is Catapult's full-service, two-tier methodology for identifying and closing bequests, beneficiary designations, life-income gifts, and other planned commitments.
- 41% of planned giving donors give 10+ consecutive years to the organizations they value
- Tier 1 qualifying calls reach 60-70% of prospects, with 10-15% positive response
- Tier 2 gift-planning follow-up closes 25-32% of qualified leads
- Average confirmed gift commitment: roughly $48,500
The Legacy Call Process
A structured, seven-step donor journey, personalized enough to feel like a face-to-face planned-giving visit, scaled to reach your entire loyal donor base.
- 1. Prospect identification using proprietary donor-data analysis
- 2. Donor list review & approval alongside your team
- 3. Pre-call letter previewing the conversation and sharing an impact story
- 4. Prospect qualification calls from a trained Stewardship Officer
- 5. Gift phase: referral to a Gift Planning Specialist for eligible prospects
- 6. Confirmation, fulfillment, recognition & daily reporting
- 7. Warm hand-off to your internal planned giving / stewardship team
Built to Extend Your Existing Team
Our Gift Planning Specialists don't replace your development office. They extend it, confirming intentions your team is already working and surfacing new ones your team hasn't found yet.
What Clients Say
“Loma Linda University Health has partnered with Catapult Fundraising for several years, and the results have consistently exceeded our expectations. Catapult has generated qualified leads that have developed into meaningful planned gifts, delivering a strong return on our investment. Maria Healy has been exceptional to work with, responsive, attentive, and highly professional. She communicates with our team regularly and ensures that every detail is carefully managed and implemented.
Our partnership has now expanded to include the scheduling of Zoom and face-to-face donor appointments, helping us deepen relationships with prospective donors and advance more meaningful conversations. I highly recommend Catapult Fundraising for its professionalism, service, and proven results.”
Bill LaBore
Director of Planned Giving, Loma Linda University Health | Philanthropy
“Legacy Call was a gamechanger for us. As a small shop, it helped us reach a much wider audience of planned giving donors, and the response was incredible: several new gifts and a full pool of new prospects.”
Colleen Schulman, CFRE, CSPG
Chief Philanthropy Officer, PBS KVIE
“Catapult has been a tremendous partner in helping us qualify gift planning leads generated through our marketing efforts. By identifying prospects who are genuinely interested in our mission and considering a legacy gift, they have lightened the load for our gift planning officers and enabled them to focus their time on the donors with the greatest potential. It's made our fundraising efforts more focused, efficient, and productive.”
Debra G. Kathman, JD
Senior Director of Gift Planning | Development, World Wildlife Fund
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