PLATINUM2023

Legacy Collective

Together, we will leave a legacy.

Austin, TX   |  https://legacycollective.org/

Mission

Legacy Collective works to solve systemic issues by funding the most sustainable, innovative efforts through partnerships with nonprofit organizations locally and globally. We believe that a love of humanity and equality demands participation in the fight to respect them. Legacy Collective values integrity, justice, and action that is communal and solutions led. We work to solve systemic issues by partnering with aligned nonprofits, elevating innovative, sustainable solutions, and amplifying the power of giving, collectively.

Ruling year info

2022

Chief Executive Officer

Erin Arnheim

Co-Founder & Chief Outreach Officer

Jen Hatmaker

Main address

PO BOX #27667

Austin, TX 78755 USA

Show more contact info

EIN

87-1730864

NTEE code info

Private Grantmaking Foundations (T20)

IRS filing requirement

This organization is required to file an IRS Form 990-N.

Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Legacy Collective works to solve systemic issues by funding the most sustainable, innovative efforts through partnerships with nonprofit organizations locally and globally. We do this through funding grants in our Legacy Giving Circle, our Mama Bears Giving Circle (LGBTQ+ benefitting nonprofits only), other Cause Area Giving Circles launching in 2023, our City Giving Circles, our Corporate Giving Circles, and Disaster Relief efforts. In 2023, we will begin correlating all grants funded to the 17 UN Sustainable Development Goals.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Corporate Giving Circles

Corporate Giving Circles give employees an opportunity to come together to collectively give, nominate nonprofits they are passionate about, vote, and grant funding to nonprofits addressing systemic issues with innovative and sustainable solutions. This builds community amongst the employees while making an impact in their community and across the globe.

Population(s) Served
Adults

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of grants received

This metric is no longer tracked.
Totals By Year
Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Context Notes

We received a $84K grant from the Saje Foundation for our Technology Fund to allow us to implement a Grants Management System and enhance our Donor Database Platform.

Total number of grants awarded

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Total dollar amount of grants awarded

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

2021 was an outlier with $722K given in disaster relief due to the Texas Winter Storm and Afghanistan Relief fundraisers.

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

We plan to raise a minimum of $1.35MM in 2023 and issue the grants for each giving circle and disaster relief effort in the greatest amount possible. This year, we will begin reaching out for Foundation funding of programming costs to allow our organization to issue more grants to more nonprofits funding the most sustainable, innovative efforts through partnerships with nonprofit organizations locally and globally. Our goal is to have 80% of all funding issued in grants.

To grow the organization, we have a 10% goal of net new donors YOY with 50% of these coming from our Board of Directors and Advisory Board. We also have multiple donor events planned to grow our community and maintain our current donor community. We will also be implementing donor software to help up manage 15,000 leads and contacts that are not currently monthly donors but are engaged with our organization in some capacity. With this effort we also strive for a donor retention rate of above 85% annually.

We will be launching (2) new Cause Area specific giving circles in 2023.

We will be targeting the launch of City Giving Circles in 8 new cities in 2023.

We will be targeting $20,000 in Corporate Sponsorship in our Cause Area Giving Circles.

We will be applying to Foundations to cover the cost of growing our Grant Management Program and Giving Circle Program so that those programming costs can be put toward grants instead.

All of the funding coming from the above efforts will then be issued to nonprofits via our Grant Cycles (donors nominate nonprofits, we vet the organizations, and the donors vote on who receives the funding). The more funding that is received, means the more that is granted and the greater impact is made. Each application will be required to list which (1) or (2) of the Sustainable Development Goals they are meeting so we can measure the impact.

Not only are more funding and more granting important to us, but more important to use are our people! So we have also put goals and measures in place to ensure a positive staff culture and staff development as well as Board development and effectiveness.

With the efforts of a strong staff, an engaged donor community, a supportive and active Advisory Board, and an engaged Board of Directors we are capable of meeting these goals. The current economic climate may be a challenge for us, but our team is strong and capable of pivoting.

We have a marketing plan with 13 action items in place for 2023 to help grow the community and clearly defined goals and a strategic plan which has been communicated to the staff, both Boards, and the key stakeholders.

We have launched a rebrand in January of 2023. And we will be launching our UN Sustainable Development Goal Campaign to educate our community in February of 2023 which will run for 18 months.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We demonstrated a willingness to learn more by reviewing resources about feedback practice.
done We shared information about our current feedback practices.
  • Who are the people you serve with your mission?

    In our organization, we not only serve nonprofits and their leadership teams but we serve our giving circle communities as well. In our giving circles, we provide vetting services on all grant applications so our donors know their funding choices in the voting process are going to trusted nonprofit organizations. We also provide educational resources and experiences around nonprofits, cause areas, and systemic issues. Lastly, we provide community building events. For our nonprofits, we not only provide funding through grants, but we also provide amplification of their organizations through our social media channels, blog posts, newsletters, our podcast, and micro documentaries. We also provide a variety of ways to support the nonprofit leaders and connect them to one another.

  • How is your organization collecting feedback from the people you serve?

    Electronic surveys (by email, tablet, etc.), Focus groups or interviews (by phone or in person), Community meetings/Town halls, Suggestion box/email,

  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve,

  • What significant change resulted from feedback?

    Our giving circle community expressed an interest in wanting to serve alongside the nonprofits we financially support. So we have created a database of skillsets and professional backgrounds so that when nonprofits approach us needing assistance we can see if we have anyone that can help them.

  • With whom is the organization sharing feedback?

    The people we serve, Our staff, Our board, Our funders,

  • How has asking for feedback from the people you serve changed your relationship?

    We are a stronger organization now that is successfully growing because we have listened to our community and engaged them in our decision making strategies.

  • Which of the following feedback practices does your organization routinely carry out?

    We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback,

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback,

Financials

Legacy Collective
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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lock

Connect with nonprofit leaders

Subscribe

Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

Legacy Collective

Board of directors
as of 01/18/2023
SOURCE: Self-reported by organization
Board chair

Brett Marshall Trapp

BTHarman.com

Term: 2021 - 2024

Curtis Stephens

United Network for Collegiate Pantry Sharing, Inc,

Lindsey Leaverton

The Miura Group

Cory Macdonald

Macdonald Resnevic, PLLC

Jen Hatmaker

Legacy Collective

Erin Arnheim

Legacy Collective

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Not applicable

Organizational demographics

SOURCE: Self-reported; last updated 1/18/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female, Not transgender (cisgender)
Sexual orientation
Heterosexual or straight
Disability status
Person without a disability

The organization's co-leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female, Not transgender (cisgender)
Sexual orientation
Heterosexual or straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

 

Sexual orientation

Disability

Equity strategies

Last updated: 01/18/2023

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Policies and processes
  • We use a vetting process to identify vendors and partners that share our commitment to race equity.
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.