Customized Consulting that Respects Your Strengths

Over the last ten years, ActivateLegacy co-founders Ron Ware and Harold Pinkham have helped nonprofit and charitable fundraisers recognize the value of gift planning to their organizations. Ron’s expertise as a personal legacy advisor and Harold’s experience in the nonprofit sector gives them a unique perspective on how to help donors find clarity about their financial resources and confidence about supporting the organizations and causes they care about most.

ActivateLegacy’s consulting services to staff, board, and volunteer leaders include:

  • Half-day and full-day planning retreats
  • In-person and telephone consulting
  • Assistance with recruitment of Philanthropic Advisory Council (PAC) members
  • Conducting model donor presentations

Each engagement is customized, depending upon where your organization’s gift planning program is thriving and where it needs some targeted support.