Our Services

Offering project-based support and long-term engagement.

Individuals & Families

As a partner in your individual or family giving, Legacy Impact Group offers the following services:

  • Personalized Giving Strategies
    Determine and align your values and goals to maximize your dollars’ charitable impact.

  • Cause Alignment
    Assistance in identifying and researching causes that resonate with your philanthropic mission, with our finger on the pulse of innovative giving opportunities.

  • Impact Assessment
    Measure the effectiveness and reach of your contributions with as much quantitative or qualitative data as you desire.

Circular graphic with the words 'Impact' and 'Legacy' on opposite arcs.

Private Foundations

As a collaborator with your private foundation, Legacy Impact Group offers the following services:

  • Grant Making
    Formalize or organize your application process, review/track/summarize proposals, and oversee grantor relations.

  • Strategic Planning
    Develop or refine your vision & mission, and articulate and understand the landscape of your focus areas.

  • Back Office Support
    Prepare grant proposal summaries & financial reporting to keep the board informed and supported, coordinate with accountants & lawyers on annual filings, oversee grant distributions and more.

  • "Working with Legacy Impact Group has been a transformative experience for our family foundation. Their guidance helped us move from a more reactive, ad hoc approach to a thoughtful and strategic framework for giving. They brought clarity to our mission, helped formalize internal processes, and ensured we had the tools and structure to make more impactful decisions."

    Client, President of a Private Family Foundation

  • "It’s great to work with someone who has heart and thinks strategically. That’s Rhonda in a nutshell. "

    Client, CEO of a Family Business

  • "Recognizing that we sporadically previously communicated with [family members at private foundation] to coordinate our grant requests, Legacy Impact Group has been extremely helpful, not missing a beat to keep us informed of the important details and deadlines since joining their team, and we hope that we have the opportunity to work with them again in the future as well."

    Director of Development, grantee partner