Bringing Philanthropy Home

Impact What we will accomplish

Raise Transformational Legacy Gifts

You will raise the largest gifts of a lifetime from your highest capacity legacy-age donors. The money will arrive now, later, at death, and beyond death to create a lasting legacy through you for the benefit of those you serve.

Method How we will do it

Learn, Convene, and Act

You will take a short course and hold an organizational donor event.
You will learn with peer organizations and allied advisors.
The course will be sponsored by a convener who will serve as partner.
After the event you will be equipped to follow up to plan and book lead legacy gifts from those attending.

The design moves you from learning to action, from idea to booked gifts, with support from peers, advisors, and a trusted convener.

Fit Who this program is for

Community-Based Nonprofits

Community based nonprofits with annual budgets of $2 to $15 million and 10-25 high capacity legacy-age donors who are deeply committed to your success.

Team Who should attend

Core Leadership Table

Executive Director
Key donor-facing staff
At least one board member

Journey Milestones

From Course to Concerted Legacy Effort

Course 8 weeks

Eight online learning modules requiring one hour a week each.
Four face to face sessions to discuss the modules, 90 minutes each.
In class you will establish working relationships with allied advisors committed to the success of your organization.
The course prepares you for your role leading a table conversation with your donors at the event, and following up after the event.

Office Hours Weekly · 6 weeks

Optional. Come when you can.
Get the individual assistance you need to plan the event, finalize the invitations, and get your one page legacy case statement created.

Event Your donors at the table

You bring a table of ten, or two tables.
After Phil’s talk on bringing philanthropy home, and a donor testimonial, you lead a 15 minute table talk conversation.
You show donors how they can bring their legacy home to you now, later, at death and beyond death.
You show how their legacy will insure sustainability and impact of your organization for generations to come.

Follow Up From interest to gifts

The course, event, one page legacy case statement, and the connections you have developed provide clarity, momentum, and confidence.
You will meet with the donors from your table, individually or in a donor’s home as a working group.
You will launch your concerted legacy effort with some significant lead gifts from those who have attended the event and followed through.

Toolkit Tools you can use

Practical Tools Built Into the Course

Organizational Worksheet: Is Legacy Planning Right for Us? And is now the Right Time?
Legacy Donor Qualifier: To Determine The Best Donors to Invite Into the Process.
Charitable Tools Donor Friendly Handout.
Handouts on Family Philanthropy from National Center on Family Philanthropy and Rockefeller Philanthropy Advisors.
18 minute Legacy Creator Course for Donors and Board.
One page Bios of Allied Advisors who can coach you prior to big donors calls or meet privately with donors themselves.

Momentum Beyond the pilot

Launch a Broader Legacy Outreach

With early gifts in hand, and with a sense of the staff time such gifts require, you will be in a position to plan and launch a broader outreach.