New Offering
New Offering
Planned Giving Is Your Nonprofit's Untapped Goldmine
Planned Giving Is Your Nonprofit's Untapped Goldmine
Planned Giving Is Your Nonprofit's Untapped Goldmine
We build legacy giving campaigns that turn loyal donors into lifelong supporters through compelling, story-led content.
Numbers Don’t Lie
Numbers Don’t Lie
Numbers Don’t Lie
The Impact of Planned Giving
The Impact of Planned Giving
The Impact of Planned Giving
$0B+
$0B+
Annual planned giving revenue for nonprofit organizations
$0B+
$0B+
Annual planned giving revenue for nonprofit organizations
$0B+
$0B+
Annual planned giving revenue for nonprofit organizations
0×
0×
Average planned gift compared to typical annual donation
0×
0×
Average planned gift compared to typical annual donation
0×
0×
Average planned gift compared to typical annual donation
0%
0%
Of donors give because they were simply asked
0%
0%
Of donors give because they were simply asked
0%
0%
Of donors give because they were simply asked
The Reality
The Reality
The Reality
A Crucial Step Nonprofits Skip
A Crucial Step Nonprofits Skip
A Crucial Step Nonprofits Skip
The average planned gift is remarkably transformational revenue. But 70% of these gifts happen simply because someone asked. Without cultivating legacy donors, you risk your mission’s future.
The average planned gift is remarkably transformational revenue. But 70% of these gifts happen simply because someone asked. Without cultivating legacy donors, you risk your mission’s future.
Sound Familiar?
Your most loyal donors want to leave a legacy – but no one's asking them or guiding them toward that opportunity.
Your most loyal donors want to leave a legacy – but no one's asking them or guiding them toward that opportunity.
Your most loyal donors want to leave a legacy – but no one's asking them or guiding them toward that opportunity.
You’re leaving millions on the table without a strong and intentionally crafted planned giving program in place
You’re leaving millions on the table without a strong and intentionally crafted planned giving program in place
You’re leaving millions on the table without a strong and intentionally crafted planned giving program in place
Traditional consultants give advice, not actual campaigns
Traditional consultants give advice, not actual campaigns
Traditional consultants give advice, not actual campaigns
Your team doesn't have time to build this from scratch
Your team doesn't have time to build this from scratch
Your team doesn't have time to build this from scratch
Introducing
Introducing
Introducing
The Legacy Launch System
The Legacy Launch System
The Legacy Launch System
A complete, done-for-you planned giving campaign system. We handle the strategy, storytelling, and execution – you focus on building meaningful donor relationships.
A complete, done-for-you planned giving campaign system. We handle the strategy, storytelling, and execution – you focus on building meaningful donor relationships.
Legacy Branding
Complete visual identity with logo, welcome materials, and recognition.
Legacy Branding
Complete visual identity with logo, welcome materials, and recognition.
Legacy Branding
Complete visual identity with logo, welcome materials, and recognition.
Dedicated Microsite
4-page digital hub explaining gift options and sample bequest language
Dedicated Microsite
4-page digital hub explaining gift options and sample bequest language
Dedicated Microsite
4-page digital hub explaining gift options and sample bequest language
Video Testimonial
One compelling donor story that inspires meaningful supporter action.
Video Testimonial
One compelling donor story that inspires meaningful supporter action.
Video Testimonial
One compelling donor story that inspires meaningful supporter action.
Email Series
4 standalone emails plus newsletter snippets for ongoing touchpoints.
Email Series
4 standalone emails plus newsletter snippets for ongoing touchpoints.
Email Series
4 standalone emails plus newsletter snippets for ongoing touchpoints.
Print Collateral
One comprehensive educational brochure that serves as a leave-behind.
Print Collateral
One comprehensive educational brochure that serves as a leave-behind.
Print Collateral
One comprehensive educational brochure that serves as a leave-behind.
Launch Essentials
FAQ document and simple tracking template to help get you started.
Launch Essentials
FAQ document and simple tracking template to help get you started.
Launch Essentials
FAQ document and simple tracking template to help get you started.
Why It’s Different
Why It’s Different
We focus on what actually drives donor action – clear stories, strategy, and hands-on execution.
We focus on what actually drives donor action – clear stories, strategy, and hands-on execution.
We’re storytellers first. While others focus on tax code, we focus on compelling narratives that move donors to action.
We’re storytellers first. While others focus on tax code, we focus on compelling narratives that move donors to action.
We’re storytellers first. While others focus on tax code, we focus on compelling narratives that move donors to action.
Focused on the 20% that consistently drives 80% of results – no overwhelming paper trail you’ll never actually use.
Focused on the 20% that consistently drives 80% of results – no overwhelming paper trail you’ll never actually use.
Focused on the 20% that consistently drives 80% of results – no overwhelming paper trail you’ll never actually use.
The Process
The Process
The Process
From Strategy to Fully Launched
The Impact of Planned Giving
From Strategy to
Fully Launched
In 6 weeks, you'll have a complete planned giving program ready to cultivate legacy gifts from your most loyal supporters.
In 6 weeks, you'll have a complete planned giving program ready to cultivate legacy gifts from your most loyal supporters.
01
Weeks 1-2
Foundation
Strategic planning & donor analysis
Legacy naming & brand identity
4-page branded microsite
01
Weeks 1-2
Foundation
Strategic planning & donor analysis
Legacy naming & brand identity
4-page branded microsite
01
Weeks 1-2
Foundation
Strategic planning & donor analysis
Legacy naming & brand identity
4-page branded microsite
02
Weeks 3-5
Content Assets
Hero testimonial and explainer videos
4 email campaigns and snippets
Informational educational brochure
02
Weeks 3-5
Content Assets
Hero testimonial and explainer videos
4 email campaigns and snippets
Informational educational brochure
02
Weeks 3-5
Content Assets
Hero testimonial and explainer videos
4 email campaigns and snippets
Informational educational brochure
03
Week 6
Launch Help
10-post social media package
Basic FAQ document
Campaign tracking template
03
Week 6
Launch Help
10-post social media package
Basic FAQ document
Campaign tracking template
03
Week 6
Launch Help
10-post social media package
Basic FAQ document
Campaign tracking template
Investment
Investment
Investment
Choose Your Launch Level
The Impact of Planned Giving
Choose Your Launch Level
Every package is customized to your organization’s unique needs, donor base, and specific long-term fundraising goals.
Every package is customized to your organization’s unique needs, donor base, and specific long-term fundraising goals.
DIY Starter Kit
$18K–$22K
4 weeks delivery
Perfect for budget-conscious organizations ready to implement with our templates.
What’s Included:
Strategic planning session
Basic legacy society branding
Microsite template (pre-built)
Email templates (framework only)
Social post frameworks
1 explainer video
DIY Starter Kit
$18K–$22K
4 weeks delivery
Perfect for budget-conscious organizations ready to implement with our templates.
What’s Included:
Strategic planning session
Basic legacy society branding
Microsite template (pre-built)
Email templates (framework only)
Social post frameworks
1 explainer video
DIY Starter Kit
$18K–$22K
4 weeks delivery
Perfect for budget-conscious organizations ready to implement with our templates.
What’s Included:
Strategic planning session
Basic legacy society branding
Microsite template (pre-built)
Email templates (framework only)
Social post frameworks
1 explainer video
Most Popular
Legacy Essentials
$32K–$35K
6 weeks delivery
The six essential assets that drive legacy gift commitments — and nothing you won’t use.
What’s Included:
Everything in Foundation phase
Legacy society brand identity
Custom 4-page microsite
4 email campaigns, snippets and brochure
10 posts with FAQ and tracker
1 hero testimonial and 1 explainer videos
Most Popular
Legacy Essentials
$32K–$35K
6 weeks delivery
The six essential assets that drive legacy gift commitments — and nothing you won’t use.
What’s Included:
Everything in Foundation phase
Legacy society brand identity
Custom 4-page microsite
4 email campaigns, snippets and brochure
10 posts with FAQ and tracker
1 hero testimonial and 1 explainer videos
Most Popular
Legacy Essentials
$32K–$35K
6 weeks delivery
The six essential assets that drive legacy gift commitments — and nothing you won’t use.
What’s Included:
Everything in Foundation phase
Legacy society brand identity
Custom 4-page microsite
4 email campaigns, snippets and brochure
10 posts with FAQ and tracker
1 hero testimonial and 1 explainer videos
Legacy Launch Plus
$45K–$50K
8 weeks delivery
Complete system with additional video content and enhanced premium support.
What’s Included:
Everything in Essentials
Second donor testimonial video
Founder/ED message video
2 additional email campaigns (6 total)
Gift vehicle one-pagers (3)
Event presentation deck
Legacy Launch Plus
$45K–$50K
8 weeks delivery
Complete system with additional video content and enhanced premium support.
What’s Included:
Everything in Essentials
Second donor testimonial video
Founder/ED message video
2 additional email campaigns (6 total)
Gift vehicle one-pagers (3)
Event presentation deck
Legacy Launch Plus
$45K–$50K
8 weeks delivery
Complete system with additional video content and enhanced premium support.
What’s Included:
Everything in Essentials
Second donor testimonial video
Founder/ED message video
2 additional email campaigns (6 total)
Gift vehicle one-pagers (3)
Event presentation deck
Why Anecdotal?
Why Anecdotal?
Why Anecdotal?
Different Kind
of Partnership
Different Kind
of Partnership
Different Kind
of Partnership
Traditional planned giving consultants are technical and legal-focused. We're storytellers who understand that 70% of legacy gifts happen because someone felt inspired to act.
Trusted by mission-driven teams
Sea Cadets, Boys & Girls Clubs, and more.
We create what consultants only advise. Emmy-level production for your mission.
We create what consultants only advise. Emmy-level production for your mission.
We create what consultants only advise. Emmy-level production for your mission.
We understand your donors, your board, and your constraints – no agency learning curve.
We understand your donors, your board, and your constraints – no agency learning curve.
We understand your donors, your board, and your constraints – no agency learning curve.
You get actual assets – not a strategy deck gathering dust. Ready to use, ready to convert.
You get actual assets – not a strategy deck gathering dust. Ready to use, ready to convert.
You get actual assets – not a strategy deck gathering dust. Ready to use, ready to convert.
We prioritize donor motivation and emotion – not tax code. That’s what truly moves people.
We prioritize donor motivation and emotion – not tax code. That’s what truly moves people.
We prioritize donor motivation and emotion – not tax code. That’s what truly moves people.
Ready to Get Started?
Ready to Get Started?
Ready to Get Started?
Let's Build Your Legacy Program
Let's Build Your Legacy Program
Let's Build Your Legacy Program
Book a free strategy session to explore how planned giving can truly transform your nonprofit's future.
Book a free strategy session to explore how planned giving can truly transform your nonprofit's future.
Let’s Talk About Your Mission
Free Session
Schedule Free
30-Minute Session and Start Growing
Free Session
Schedule Free
30-Minute Session and Start Growing
Free Session