Legacy Impact Group - Advising Services

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BOUTIQUE PHILANTHROPY ADVISING FOR INDIVIDUALS & FAMILIES

Allow Legacy Impact Group to help you take your philanthropy to the next level

Rhonda Abrams’ superpower is relationships.

From non-profit community building to network-weaving, next-gen leadership cultivation, executive leadership and engagement-driven fundraising (with over $8M raised), Rhonda’s 15 years of experience in the non-profit and social impact sectors has armed her with the tools to enhance your philanthropic pursuits.

Rhonda will always go the extra mile with her care for your wellbeing, attention to details large and small, and focus on your intended impact

Philanthropy is deeply personal; it’s a statement of our values.

Founded in 2024, Legacy Impact Group aims to empower individuals and families by providing expert support and innovative solutions that amplify your philanthropic efforts and maximize your community impact.

We work with individuals & families, new and seasoned philanthropists, to determine where, why and how to have an impact - and we’ll do the heavy lifting behind the scenes to make it all happen.

rhonda@legacyimpactgrp com

818-292-5004

www legacyimpactgrp com

A B O U T / / T H E F O U N D E R
A B O U T / / T H E F I R M

PHILANTHROPY FOUNDATIONS

1-6 MONTH DURATION

Ideal for individuals & families interested in focusing their philanthropic efforts.

Consultation (1-2 hrs/month): Uncover & understand goals, values, and interests

Strategy Overview: Define philanthropic vision and mission

Portfolio Review: Assess past giving and future plans.

Research: Identify 4-6 causes or specific funding opportunities that align with strategy.

Resource Pack: Includes a giving tracker and relevant contacts/readings.

PHILANTHROPY LEADERSHIP

Annual engagement

Ideal for high-net-worth individuals & families, including family foundations and DAF holders with next-gen leadership, who want to master their giving and outsource operations.

Ongoing Consultation (1-4 hrs/month): Regular strategy sessions to review progress and refine plans.

Tailored Philanthropy Strategy: Refine philanthropic vision and mission, which may include establishment of new private foundation or Donor Advised Fund.

Grant Management: Development and/or oversight of a charitable portfolio, including general donations, restricted grants and partnerships

Family or Team Engagement (if applicable): Workshops or meetings to involve family members or teams, fostering a shared philanthropic journey.

Relationship Management: Serve as an extension of you/your family with the organizations you support.

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

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