Wealth by Design Legacy Firm

The work behind the work

Good intentions need good architecture.

We help leaders turn mission into an organization that can operate, fund, and grow with integrity.

Three connected disciplines

A stronger organization is never just one thing.

01

Strategic development

Build the infrastructure that lets the mission operate with confidence.

  • Nonprofit formation
  • Board development
  • Program design
  • Organizational infrastructure

02

Income strategy

Create more room for impact with a funding model that is not dependent on one source.

  • Revenue stream mapping
  • Funding diversification
  • Sustainability planning
  • Leadership capacity

03

Grant strategy & writing

Move from hoping for a grant to becoming ready to receive, manage, and sustain one.

  • Grant writing education
  • One-to-one and group training
  • Proposal development
  • RFP research and post-award management

How we work

Clear steps. Honest counsel. Useful momentum.

  1. 01

    Understand

    We start with your mission, context, and what is already working.

  2. 02

    Design

    We shape a practical strategy around the organization you want to sustain.

  3. 03

    Build

    We turn the plan into tools, decisions, and systems your team can use.

Ready to make the next move make sense?

Talk through your organization