By the End of This Course

You will be able to:

  1. Qualify your best legacy planning prospects.
  2. Support them as they bring their legacy home to you.
  3. Achieve the sustainability and impact of your nimble nonprofit. 

Course curriculum

10 Hours of Guided Self-Study

    1. About the Course

    2. Course Navigation

    3. Accessing Office Hours

    4. The Capacity in Which We Are Acting

    5. Handout

    6. Download

    7. Audio

    1. Purpose and Significance

    2. The U.S Nonprofit Sector

    3. How The Wealthy and Their Advisors Think About Legacy

    4. The Legacy Prospect Qualifier

    1. Purpose and Significance

    2. Endowed Giving in Perspective

    3. Planned Giving: Overview of Resources

    4. Capital Campaigns and Comprehensive Campaigns

    5. Principal Gifts

    6. Worksheet: Raising Significant Gifts

    1. Purpose and Significance

    2. Helping Legacy Creators Bring their Philanthropy Home

    3. The Role of Platform Partners

    4. Enlisting Advisors as Allies

    5. Charitable Tools Over a Cup of Coffee

    6. Doing Well, Doing Good, and Doing No Harm

    7. Donor Event Checklist

    1. Purpose and Significance

    2. Listening for Legacy

    3. Creating a Proposal

    4. Coordinating with Advisors and Platform Partners

    5. Ongoing Stewardship

    6. Decision Points for You as a Nimble Nonprofit

    1. Purpose and Signifcance

    2. Donor Cases in Point

    3. Organizational Cases in Point

    4. Your Cases in Point

    5. Accessing Ongoing Support and Community

About this course

  • $595.00
  • 35 lessons
  • Practical Readings, Links, and Worksheets
  • Videos to Instruct and Motivate
  • Weekly Office Hours

Discover what is possible

For you, your donors, and those you serve

Enroll today