Your most loyal donors are ready for a legacy conversation. Legacy Call finds them.

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.