Testimonials

“This is a revolutionary and very practical approach. It’s a breath of fresh air and will motivate both fundraisers and donors to ‘just do it’. It moves past the intricacies of planned giving instruments and tax incentives to the heart of the matter, the organization’s mission and vision and how donors can help achieve that dream.”
-Heather Wardle, Former Development Director, Seva Canada

“The system has established a sustainable source of revenue for decades to come. It was an investment in a results proven system. Definite value.”
– Eric W. Durack, Former Estate Coordinator, BC SPCA

“Giving Canadian donors an opportunity to leave their legacy gift will raise millions to make the world a better place. More than anyone, Simon and The S.T. Legacy Group approach this opportunity with passion and creativity.”
– David Love, CFRE, Legacy Giving Consultant

“The program has allowed us to engage our Alumni donor group by creating a targeted campaign that has provided us with valuable insight into the future”.
– Stephanie Cardwell, Development and Communications Coordinator Crisis Intervention & Suicide Prevention Centre of BC

“The survey was a tremendous success.”
– Leslie Howard, Planned Giving Consultant with the Canadian Breast Cancer Foundation

“Although we have just begun using the legacy survey, it is yielding brilliant results in more ways than one … legacy leads, legacy commitments, and especially the lovely and heart-warming stories about the care our donors or their family received at our hospital.”
– Cass Cozens, Manager of Major & Planned Giving, St. Paul’s Hospital Foundation, Saskatoon

Success Metrics

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

5% Legacy Solution

“The program has allowed us to engage our Alumni donor group by creating a targeted campaign that has provided us with valuable insight into the future”.

- Stephanie Cardwell, Development and Communications Coordinator Crisis Intervention & Suicide Prevention Centre of BC

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