We’ve re-branded from Legacy Leaders to Donor Compass. Learn more.

Skip to main content

Causes and Correlates of Charitable Giving in Estate Planning

Causes and Correlates of Charitable Giving in Estate Planning: A Cross-Sectional and Longitudinal Examination of Older Adults Final Report Submitted to the AFP/Donor Compass™ Planned Giving Research Grant Program July 2008 Russell N. James III, J.D., Ph.D. Assistant Professor University of Georgia For more information, visit www.legacyleaders.com or call 215-351-5180.   Who is likely to […]

Planned Gift Donor Acquisition: Must Do’s & Must Haves

[fusion_builder_container background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_repeat=”no-repeat” background_position=”left top” video_aspect_ratio=”16:9″ overlay_opacity=”0.5″ video_mute=”yes” video_loop=”yes” fade=”no” border_size=”0px” padding_top=”20″ padding_bottom=”20″ hundred_percent=”no” equal_height_columns=”no” hide_on_mobile=”no”][fusion_builder_row][fusion_builder_column type=”1_1″ layout=”1_1″ background_position=”left top” background_color=”” border_size=”” border_color=”” border_style=”solid” spacing=”yes” background_image=”” background_repeat=”no-repeat” padding=”” margin_top=”0px” margin_bottom=”0px” class=”” id=”” animation_type=”” animation_speed=”0.3″ animation_direction=”left” hide_on_mobile=”no” center_content=”no” min_height=”none” last=”no” hover_type=”none” link=”” border_position=”all”][fusion_text] Lessons learned from millions of telephone conversations [/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ […]


Donor Compass™ growth requires that we move to a larger Canadian Headquarters. The George Washington University Foundation selects Donor Compass™ to execute a 4 year Complete Planned Giving Program where conversation/mail messaging was uniquely tailored for each of 7 different alumni segments. The 2 research papers funded by Donor Compass™ in 2006 are released: Causes […]


Donor Compass™ begins marketing its unique 4 year Complete Planned Giving Program that includes: Donor Compass™ Database Analysis (the 1st database analysis tool on the market designed specifically to unlock the hidden planned giving potential in a nonprofit’s database). Focus groups. A 2 phase planned gift prospect acquisition/qualification campaign. 3 years of prospect cultivation/relationship advancement. […]


Through a $50,000 grant to the Association of Fundraising Professionals (AFP) Research Council, Donor Compass™ provides funding to support 2 separate planned giving motivation research projects conducted by: Russell James. Adrian Sargeant & Jen Shang.