Charitable Legacy Partners

What Charitable Legacy Partners does

Charitable Legacy Partners LLC is a Lake Oswego, Oregon-based professional services firm that partners with schools, universities, ministries, and other nonprofit organizations to establish, build, and maximize charitable estate and planned giving programs. Founded in 2024 as a private LLC by partners Robby Larson, Ed.D. (nonprofit advancement) and John C. Davis, J.D. (estate planning attorney), the firm functions as an outsourced in-house planned giving team, allowing nonprofits to access estate planning expertise without hiring full-time staff. Its service portfolio includes one-on-one legacy consultations with donors (provided at no cost to the donor), co-branded charitable estate planning presentations, gift plan creation (charitable trusts, gift annuities, donor advised funds), tool implementation for development teams, policy development and program audits, ongoing program support, and staff training.

The firm operates exclusively in the Pacific Northwest and monetizes through customized consulting engagements with nonprofit clients; pricing is not publicly disclosed. There is no proprietary technology platform—the offering is people-intensive and delivered through on-site donor consultations, presentations, and ongoing advisory work. Charitable Legacy Partners continues the outsourced planned-giving model previously pioneered in the region by K. Gene Christian (1963–2021) through Charitable Estate Planning Northwest, and the partners cite more than 40 years of combined experience across estate planning, nonprofit development, and fundraising as the firm's principal credential. The company has no disclosed external funding, no parent entity, and no subsidiaries, and operates as an independent founder/partner-led practice.

Name

Charitable Legacy Partners

Legal name

Charitable Legacy Partners LLC

Website

https://charitablelegacy.org

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

Charitable Legacy Partners is a Lake Oswego, Oregon professional services firm that partners with Pacific Northwest schools, universities, ministries, and nonprofits to design and run outsourced charitable estate and planned giving programs.

Ownership category

akta.pro rank

Product category

Nonprofit Planned Giving Consulting

NAICS

Grantmaking and Giving Services (8132)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)

akta.pro secondary industries

Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH), Family Offices & Philanthropic Advisors (Grantmaking) (BPAGAKAD)

Keywords

• Planned giving consulting
• Charitable estate planning
• Nonprofit fundraising services
• Planned giving program development
• Legacy giving advisory

Headquarters

HQ city

Lake Oswego

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Professional Consulting Services: Customized consulting engagements for nonprofit organizations to establish, build, or maximize planned giving programs. Services include one-on-one legacy consultations, estate planning presentations, gift plan creation, tool implementation, policy development, and training.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Charitable Legacy Partners is a professional consulting firm that partners with nonprofit organizations — including schools, universities, ministries, and other charitable institutions in the Pacific Northwest — to design and support charitable estate planning and planned giving programs. The firm acts as an outsourced in-house planned giving team, delivering one-on-one donor legacy consultations, co-branded estate planning presentations, gift plan creation (charitable trusts, gift annuities, and donor advised funds), tool implementation for development staff, program audits and policy development, ongoing program support, and staff training, all without requiring the client nonprofit to hire a full-time planned giving professional.

Product overview

Charitable Legacy Partners is a consulting/advisory firm, not a software platform. The company offers a suite of professional services for nonprofit organizations seeking to establish, build, or maximize planned giving programs. The core offerings include: One-on-One Legacy Consultations (personalized donor consultations), Charitable Estate Planning Presentations (co-branded educational presentations), Gift Plan Creation (structuring charitable trusts, gift annuities, and donor advised funds), Tool Implementation (providing identification tools and conversation starters for development teams), Policy Development (readiness assessments and program audits), Program Support (policy development and gift administration guidance), and Training (staff training services). These services are delivered by a team of estate planning, development, and nonprofit experts serving schools, universities, ministries, and other nonprofits throughout the Pacific Northwest.

Differentiator

Problem solved

Functional benefit

Products and services

• One-on-One Legacy Consultations Personalized consultations with donors and prospects provided on behalf of client nonprofits, helping them understand estate planning, integrate personal values into their plans, and consider charitable giving options. Each consultation is followed by a personalized document outlining recommendations and next steps.
• Charitable Estate Planning Presentations Co-branded legacy planning presentations tailored to the client organization and its audience, providing a low-pressure educational introduction to estate planning conversations with the organization's supporters.
• Gift Plan Creation Assistance structuring legacy and complex gifts for donors, including charitable trusts, charitable gift annuities, donor advised fund accounts, and other planned giving instruments.
• Tool Implementation Equips client development teams and volunteers with tools to identify estate and planned giving opportunities and initiate conversations naturally, including training for handling complex gifts and non-liquid assets.
• Policy Development Readiness assessments, program audits, and marketing plan development for nonprofit organizations that are starting or expanding planned giving programs.
• Program Support Guides the development and implementation of planned giving policies and ensures due diligence in gift administration for client nonprofits.
• Training Staff training services to support client nonprofits' planned giving programs and donor engagement capabilities.

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Hartsook Companies: Hartsook provides fundraising counsel and consulting across campaigns, major gifts, and planned giving for nonprofits. It is comparable to CLP as a larger incumbent in the broader nonprofit fundraising advisory category.
• Campbell & Company: Campbell & Company is an established fundraising and nonprofit management consulting firm offering campaign counsel, feasibility studies, and development support. It overlaps with CLP in providing nonprofit development advisory services, though across a wider scope.
• Marts & Lundy: Marts & Lundy is a large, established fundraising counsel firm serving universities, hospitals, and arts/cultural nonprofits across campaign strategy, development, and planned giving. It is comparable to CLP as a broader incumbent in the nonprofit fundraising advisory space that also covers planned giving engagements.
• Ruffalo Noel Levitz: Ruffalo Noel Levitz is a large fundraising and enrollment management firm serving higher education and nonprofit clients, including phonathon, donor acquisition, and campaign support. It is comparable as a broad incumbent serving the same school/university/ministry client base as CLP.

Direct peers

• PG Calc: PG Calc provides planned gift calculation software and related services used by nonprofits and their advisors. It is comparable because both PG Calc and CLP serve the same planned giving workflow — estimating and structuring charitable remainder trusts, gift annuities, and other complex gifts.
• The Stelter Company: Stelter provides planned giving marketing and donor communications services to nonprofits, including bequest program support. It is comparable to CLP's co-branded presentations and donor engagement pieces of the offering.
• Crescendo Interactive: Crescendo Interactive offers planned giving marketing, donor presentations, and gift illustration tools widely used by nonprofit development offices. It is comparable to CLP because Crescendo also helps nonprofits structure and present planned gifts to donors, though it leans more on software/marketing assets.
• Sharpe Group: Sharpe Group provides planned giving marketing and consulting services to nonprofits and is widely cited alongside other planned giving specialists. Its service portfolio overlaps directly with CLP's gift plan creation, donor consultations, and program support offerings.
• Thompson & Associates: Thompson & Associates is one of the longest-tenured planned giving consulting firms in the U.S., providing planned giving counsel, marketing support, and donor engagement services to nonprofits nationwide. It is the closest large-scale direct peer to CLP's outsourced planned giving advisory model.

Emerging players

• FreeWill: FreeWill is a tech-enabled estate planning and planned giving platform that helps nonprofits drive bequest gifts through online tools. It is comparable to CLP because both serve the same planned giving/bequest donor pipeline, though FreeWill is software-led and CLP is services-led.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/charitablelegacy
• LinkedInlinkedin.com/company/charitablelegacy

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Charitable Legacy Partners