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70% take at least one planning step within 90 days

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60% meet with or schedule a trusted advisor

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55% start a delayed family or household money conversation

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100% report the program felt culturally relevant and trustworthy

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Individual Enrollment

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Sponsored Community Cohorts

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EVIDENCE & INVESTMENT

Legacy Builders tracks meaningful progress by measuring actions participants take after completing the pilot. These early indicators highlight the program’s effectiveness in moving families toward financial security and informed decision-making.
70%
of participants take at least one concrete planning step within 90 days of the workshop.
60%
schedule or meet with a trusted advisor to discuss their wealth planning questions.
55%
initiate important family or household conversations about money that had been delayed.
100%
report that the program felt culturally relevant, trustworthy, and aligned with their experiences.

Individual Enrollment

Community Partnerships

Direct access for a modest fee

Sponsored Community Cohorts

Organizational Partnerships

Certified Partner Network

Long-Term Impact

Legacy Builders supports families beyond a single workshop by fostering ongoing wealth-building conversations and protecting assets within Baltimore’s communities. This program strengthens neighborhood ties, empowers decision-making, and helps prepare the next generation to sustain and grow their legacies. Participants gain tools and trusted connections that extend well past the pilot, creating lasting value for families and the city.
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