NonprofitsLegacy Philanthropy Works

Environment

Legacy Philanthropy Works

SANTA BARBARA, CA

Total revenue

$9.2M

Total expenses

$4.5M

Net assets

$6.0M

Grants received

$4.0M

65 grants

EIN

472584632

Tax year

2024

Mission

We facilitate and support community and landscape scale conservation and community impact partnerships. We design and implement innovative impact finance initiatives. We provide a range of consulting, planning, and support services to funders, agencies, nonprofits, social enterprises, funds and partnerships to deliver social, environmental and economic benefits.

Programs

3 programs

Impact finance consulting and infrastructure - we help funders, nonprofit organizations, collaborations and communities identify opportunities, diligence, plan, and implement impact finance initiatives. We undertake feasibility and market studies. We support impact finance iniatives at scales from single projects to the creation of funds or other product offerings to community-wide impact investing initiatives. We provide shared infrastructure, systems and services to facilitate the creation of such initiatives.

Expenses: $455K

Capacity support services - we provide aligned organizations with additional capacity and expertise needed to launch new programs and organizations, take on new projects, develop communication and marketing programs, design and implement fundraising campaigns, develop gis, mapping, database or technology solutions, and more. We design and facilitate community engagement processes, planning sessions, leadership development programs, trainings, and other personal and professional development programs. These smaller scale engagements often build relationships that lead to bigger project opportunities.

Expenses: $421K

Impact initiative planning and consulting - we provide consulting and planning services to agencies, funders, nonprofits, social enterprises, impact funds, partnerships and communities. We develop strategies and implementation plans for initiatives of all scales from single projects to foundation, nonprofit and social enterprise strategies to large scale collaborative initiatives and public private partnerships (including multi-party, cross-sector collaborations and agency coalitions) to funds and ventures. Our plans include funding strategies that tap into a range of capital sources from philanthropy to debt to impact investment capital.

Expenses: $41K

Financials

FY 2024

Revenue

Contributions & grants$5.9M
Program service revenue$3.2M
Investment income$65K
Other revenue$91K
Total revenue$9.2M

Expenses

Grants paid$10K
Salaries & benefits$2.7M
Fundraising$90K
Other expenses$1.8M
Total expenses$4.5M
Total assets$7.8M
Net assets$6.0M

People

13 listed

NameRoleCompensation

CARL PALMER

DIRECTOR/EXECUTIVE DIRECT

Board

$149K

40 hrs/wk

SHALIN DESAI

DIRECTOR (1/1/24-3/31/24)

Board

2 hrs/wk

STEPHANIE GRIPNE

DIRECTOR

Board

2 hrs/wk

G MICHAEL SUTTON

BOARD SECRETARY

Board

2 hrs/wk

DAVID LEVENTHAL

TREASURER

Board

2 hrs/wk

SANDRA GUIDO SANCHEZ

DIRECTOR

Board

2 hrs/wk

WENDY MILLET

DIRECTOR

Board

2 hrs/wk

AMY VERBETEN

BOARD CHAIR

Board

2 hrs/wk

MICHELLE HEATON

TETON REGIONAL DIRECTOR

Staff

$134K

40 hrs/wk

MARTIN GOEBEL

MEXICO REGIONAL DIRECTOR

Staff

$130K

40 hrs/wk

JOHN REGGIE HALL

PROJECT DIRECTOR

Staff

$124K

40 hrs/wk

JESSICA ELLIOTT HAIR

OPERATIONS DIRECTOR

Staff

$111K

40 hrs/wk

WILL ALLEN

PROJECT DIRECTOR

Staff

$103K

40 hrs/wk

Grants received

Showing 65 of 65

FromAmountPurposeYear
$1M
ADVOCATE FOR SUSTAINABLE FISHERIES AND OCEAN STEWARDSHIP.
2024
$258K
TO SUPPORT THE LAUNCH OF THE CONSERVATION LOAN COLLABORATIVE,A FUND MANAGEMENT PLATFORM TO HOST AND MANAGE A PORTFOLIO OF REVOLVING LOAN FUNDS FOR CONSERVATION ORGANIZATIONS, COALITIONS AND FUNDERS
2024
$250K
to support its work creating and managing fisheries refugia in Boca del Alamo
2024
$193K
COMMUNITY DASHBOARD, EAST YELLOWSTONE, GENERAL OPERATING
2024
$75K
Facilitating Conservation for the Absarokas Priority area
2024
$65K
HELP COMMUNITIES ENVISION THEIR DESIRED FUTURE AND FIGURE OUT HOW TO GET THERE
2024
$55K
BRIDGES TO RESILIENCE CONFERENCE;VANDENBERG SENTINEL LANDSCAPE PARTNERSHIP
2024
$25K
PROGRAM SUPPORT
2024
$14K
Public Societal Benefit
2024
$10K
Land Conservation
2024
$9K
ENVIRONMENT AND ANIMALS
2024
$170K
COASTAL SALT MARSH CONSERVATION
2023
$137K
COMMUNITY DASHBOARDS, GENERAL OPTG SUPPORT, PEER MOBILIZER
2023
$100K
To Strengthen LegacyWorks Group's project with the Boca del Alamo and Punta Pescadero communities and work towards creating a community conservation model for the BCS / Gulf of California region.
2023
$90K
To support fishing community-driven actions to sustainably manage and restore marine resources in the East Cape region of Baja California Sur, Mexico.
2023
$50K
HELP COMMUNITIES ENVISION THEIR DESIRED FUTURE AND FIGURE OUT HOW TO GET THERE
2023
$35K
CHARITABLE PURPOSE
2023
$25K
SUPPORT OF EAST YELLOWSTONE COLLABORATIVE
2023
$22K
To employ a Resilience Coordinator position to further the goals of the Northwest Florida Sentinel Landscape Partnership (NWFSL).
2023
$20K
Conservation
2023
$13K
Public Societal Benefit
2023
$10K
WILDFIRE RESILIENT IN SANTA BARBARA COUNTY
2023
$7K
For grant recipient's exempt purposes
2023
$253K
CLIMATE DASHBOARD
2022
$100K
To facilitate fishing community-driven actions to sustainably manage and restore marine resources in the East Cape region of Baja California Sur, Mexico.
2022
$53K
Basic needs (e.g., food, housing, transportation) referral technology implementation and expansion support
2022
$50K
GENERAL SUPPORT
2022
$15K
GENERAL OPERATING: RURAL ORGANIZING
2022
$15K
GENERAL OPERATING: RURAL ORGANIZING
2022
$15K
For grant recipient's exempt purposes
2022
$13K
Public Societal Benefit
2022
$6K
ENVIRONMENTAL QUALITY PROTECTION, BEAUTIFICATION
2022
$25K
for program support
2021
$25K
for program support
2021
$20K
for program support
2021
$20K
for program support
2021
$19K
For grant recipient's exempt purposes
2021
$19K
For grant recipient's exempt purposes
2021
$15K
ELK OCCUPANCY AGREEMENT
2021
$10K
ENVIRONMENT, ANIMALS
2021
$5K
PHILANTHROPIC PURPOSES.
2021
$103K
For grant recipient's exempt purposes
2020
$100K
TO SUPPORT SUSTAINABILITY PROGRAM
2020
$31K
ELK OCCUPANCY AGREEMENT
2020
$28K
GENERAL OPERATING SUPPORT
2020
$25K
CONSERVATION AND SCIENCE
2020
$25K
SUSTAINABLE CONSERVATION IN CABO DEL ESTE
2020
$25K
To help communities, agencies, nonprofits, and funders achieve important conservation and resilience goals.
2020
$20K
REDUCING DISEASE RISK IN MIGRATORY WILDLIFE OF THE GYE
2020
$15K
PUBLIC, SOCIETAL BENEFIT
2020
$10K
COMMUNITY AND RESOURCE RESTORATION
2020
$5K
PROGRAM SUPPORT
2020
$3K
PHILANTHROPIC PURPOSES.
2020
$75K
DEVELOPING INCIDENTAL GRO
2019
$31K
CONSERVATION ACTIVITIES
2019
$15K
SUPPORT FOR WILDLIFE EASEMENT
2019
$11K
For grant recipient's exempt purposes
2019
$2K
Community service
2019
$63K
Conservation Activities
2018
$36K
Developing Incidental Gro
2018
$11K
For grant recipient's exempt purposes
2018
$39K
Developing Incidental Gro
2017
$11K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017

Funded by

$4.0M from 33 funders · 65 grants · 2017–2024

Multiplier

$1M · 1 grant · 2024

Community Foundation Of Jackson Hole

$610K · 4 grants · 2020–2024

Builders Vision Foundation

$350K · 2 grants · 2023–2024

National Fish And Wildlife Foundation

$319K · 4 grants · 2017–2023

Doris Duke Charitable Foundation Inc

$258K · 1 grant · 2024

Fidelity Investments Charitable Gift Fund

$196K · 8 grants · 2017–2023

Walton Family Foundation Inc

$190K · 2 grants · 2022–2023

The Gere Foundation

$115K · 2 grants · 2023–2024

Details

EIN472584632
NTEE codeC30
Subsection03
Ruling date2015-07
Formed2014
Employees48
Volunteers8
LEGACY PHILANTHROPY WORKS — Mission, Financials & Grants Received | Grantivo