Our Team

Simon Trevelyan, Founder & Presidentsimon.best shot cropped2
I’ve been volunteering or working in the not-for-profit sector since I was 6 years-old. My mother was passionate about helping people who were marginalized in society and she ran a social club for people with mental challenges, helping them integrate into society. My Sundays and Monday
nights were spent volunteering with her group. Later in life, it was a natural fit for me to work in the charitable sector as a developmental professional because that’s where my passions lay, in helping others.

Five years ago I started S.T. Legacy Group, because I wanted to do as much as I could to support charities to develop effective long-term fundraising strategies so that they could achieve their vision of a better future. Prior to starting S.T. Legacy Group, I was Director of Development at a medium-sized regional charity, where (over the course of 10 years) I developed a legacy giving strategy that generated 2,500 legacy pledges and over $250 million in gift commitments.

I love the charitable sector and the people who work in it, but I am tormented by the squandered opportunities that I see in our sector. Nowhere is this more evident than in the area of legacy giving (or planned giving as it is sometimes called).

Eight years ago, I developed a revolutionary approach that enables charities to engage their supporters in leaving legacy gifts. That system has helped organizations to fully tap into the potential of legacy giving, generating hundreds of millions of dollars, transforming their mission and providing them with the future resources to achieve their vision of a better world. At S.T. Legacy Group we are proud to be a part of that process.

Success Metrics

Help our sector gain insight by taking part in our Success Metrics study via a survey.

5% Legacy Solution

“The survey was a tremendous success.”

- Leslie Howard, Planned Giving Consultant with the Canadian Breast Cancer Foundation

See how the 5% Legacy Solution can work for your organization.