Strategy Consulting and Planning

The LegacyWorks Group consulting team provides an array of services to highly catalytic nonprofits, collaboratives, public private partnerships, agencies, funders, impact investors and impact funds. Our engagements and the roles we play are custom fit to the needs of our clients. We vet projects for fit and alignment with our mission, capacity and unique offerings, and when we commit to a project we invest in its success as if it were our own while staying behind the scenes and ensuring our clients and partners are out front. 

At any given time we have a portfolio of complementary projects underway. Our engagement teams draw from within our regional initiatives, social enterprises, boards and wide network of partners, advisors and allies. Our consulting engagements often draw on our impact finance, enterprise incubation, fiscal sponsorship, communications, data dashboarding, data visualization, and other offerings. 

If you need help planning, resourcing, implementing, scaling or rapidly adapting a project, program or initiative that you believe has the potential for transformative impact at the scale of a community, landscape or system, we’d be happy to explore possibilities with you.

A quote from Michelle or another team member.
— Michelle Heaton, Teton Regional Director and Conservation Loan Collaborative Chief Operating Officer

What we provide

  • At LegacyWorks, we specialize in launching and supporting transformative projects with significant impact potential. Our consulting services include systems mapping, theory of change development, and organizational strategy formulation. We tailor our approach to meet the unique needs of our clients, ensuring that we invest in their success while allowing them to shine in the spotlight.

  • Our team is dedicated to catalyzing and facilitating regional conservation and resilience initiatives. We excel in designing community engagement strategies and stewarding public-private partnerships. By fostering collaboration across various sectors, we help build the capacity needed to tackle complex community and conservation challenges collectively and effectively.

  • LegacyWorks provides comprehensive impact finance services aimed at raising and deploying catalytic capital for maximum impact. We work closely with funders, investors, and organizations to structure and manage financial platforms and investment opportunities. Our experienced team, with decades of expertise, is committed to driving impactful projects that create lasting change while ensuring our partners receive due recognition for their efforts.

  • Our data dashboarding services empower organizations to visualize and analyze their impact effectively. We design customized dashboards that transform complex data into actionable insights, enabling clients to track progress, measure outcomes, and make informed decisions. By harnessing the power of data, we help organizations enhance transparency and drive strategic initiatives, ultimately supporting greater mission alignment and effectiveness.

  • LegacyWorks offers incubation and capacity support to help emerging initiatives reach their full potential. We provide tailored resources, strategic guidance, and operational expertise to nurture innovative concepts and build organizational strength. Our goal is to equip clients with the skills and tools necessary to scale their impact and thrive in a rapidly changing landscape, ensuring they are well-prepared to tackle current and future challenges.

Paul Parker, Catch Together

“Legacy Works Group is an essential program partner for Catch Together in our work to empower fishermen to build a thriving future for their communities. LWG has become an important member of our team as we navigate gaining charitable status, raising a blended impact investment capital stack, filling gaps in our small team, and finalizing our 10-year strategy.”

Our impact areas

  • We work from the ground up, supporting grassroots-led efforts through flexible roles, local capacity-building, and a deep commitment to elevating community voice in every step of the process.

  • Our team designs nature-based solutions and resilience strategies that help communities adapt to wildfire, drought, sea level rise, and storms—integrating traditional ecological knowledge with science to meet a changing world.

  • We facilitate land conservation deals, long-term planning efforts, and habitat restoration that protect biodiversity while connecting mission-aligned landowners with the resources they need to steward their land.

  • We champion food, farming, and forestry systems that are both sustainable and equitable, bridging traditional land practices with regenerative innovation to build resilience from the soil up.

  • Our work protects water quality and access by advancing collaborative, watershed-scale solutions that connect upstream and downstream communities from the mountains to the sea.

We can be your team.

Join us