Individuals
Private donors seeking to maximize their charitable impact through strategic planning, tax-efficient giving strategies, and meaningful cause alignment. We help individuals transform their generosity into lasting change.
Our Business Model
Transparency and trust are the foundations of our philanthropic consulting services. Learn how we operate and serve our clients.
About Our Company & Website
Understanding what we do and how we serve you
What We Do
Legacy Philanthropy Works is a philanthropic consulting firm dedicated to helping clients achieve meaningful charitable impact. We provide expert guidance in strategic giving, legacy planning, nonprofit evaluation, and impact assessment.
Our website serves as an informational resource and primary point of contact for individuals and organizations seeking professional philanthropic consulting services. Through our online presence, we educate visitors about strategic giving options and facilitate initial consultations.
We do not directly solicit donations or process charitable contributions. Instead, we connect donors with causes and organizations that align with their philanthropic goals.
Who We Serve
Our services are designed for those committed to making a difference
Families
Multi-generational families looking to establish philanthropic legacies, create family foundations, or develop shared giving strategies that reflect family values and engage future generations in charitable work.
Organizations
Nonprofits, foundations, and corporate giving programs seeking strategic guidance on donor engagement, program development, impact measurement, and sustainable funding strategies.
How We Generate Revenue
A transparent look at our consulting fee structure
Consulting Fees
Legacy Philanthropy Works generates revenue primarily through professional consulting fees. We charge for our expertise, time, and the strategic guidance we provide to clients pursuing philanthropic goals.
Our revenue sources include:
- Hourly Consulting Fees: Charged for ad-hoc consulting sessions, strategic advice, and specific project consultations.
- Retainer Agreements: Ongoing partnerships with clients who require continuous philanthropic advisory services and strategic support.
- Project-Based Fees: Fixed fees for comprehensive engagements such as foundation setup, giving strategy development, or impact assessment projects.
- Workshop & Training Fees: Educational sessions and training programs for boards, families, or organizational teams.
We do not receive commissions from charitable organizations, nor do we take percentage fees from donations. Our compensation comes solely from our clients, ensuring our advice remains unbiased and in their best interest.
Data Collection Practices
What information we collect and how we use it
What Data We Collect
We collect information necessary to provide our consulting services and communicate with prospective and current clients.
Contact Information:
- Full name
- Email address
- Phone number
- Mailing address
Service-Related Information:
- Inquiries and consultation requests
- Philanthropic goals and preferences
- Communication history
- Feedback and correspondence
Website Usage Data:
- Browser type and device information
- Pages visited and time spent on site
- Referral sources
- IP address (for security purposes)
How We Use Your Data
Your information is used solely to serve you better
Purpose of Data Collection
We collect and use your information for specific, legitimate purposes related to our consulting services:
- Communication: To respond to inquiries, schedule consultations, and maintain ongoing client relationships.
- Service Delivery: To understand your philanthropic goals and provide tailored consulting recommendations.
- Service Improvement: To enhance our website experience and improve our consulting services based on user feedback.
- Legal Compliance: To meet regulatory requirements and maintain accurate business records.
We never sell your personal information to third parties. Your data is shared only with your consent or when necessary to provide our services (e.g., with partner organizations you choose to engage).
For complete details, please review our Privacy Policy.
Our Commitment to Transparency
Building trust through openness and ethical practices
Clear Pricing
We provide transparent fee structures and detailed proposals before engagement. No hidden costs or surprise charges.
Data Protection
Your personal and financial information is secured with industry-standard encryption and strict access controls.
Client-First Approach
Our recommendations are always in your best interest. We do not accept referral fees or commissions from charitable organizations.
Accessible Information
Our policies, procedures, and business practices are documented and available for client review upon request.
Questions About Our Business Model?
We're happy to provide more information about our services and practices.
If you have questions about how we operate, our fee structure, or data practices, please don't hesitate to reach out.