Legacy Home Run 30 Day Action Challenge
For facilitators who wish to bring this program to their community
Here are several profiles. Do you fit any of these?
You are a nonprofit fundraiser who wants to get allied advisors on your team
You want to boost philanthropy across your community
You are an advisor who wants to help nonprofits succeed with closely held business owning donors in transition from success to significance
You are an advisory firm who wishes to empower your advisors to succeed at legacy planning
Nonprofit gift planners wishing to capitalize on the legacy wealth wave
Advisors seeking to provide legacy planning to high capacity clients, particularly those with closely held businesses
CAPs who wish to put their learning to work
By the end of this action challenge you should be able to
Conduct a 55 minute discovery/agreement interview with high capacity clients in transition from success to significance
Write a one page memo summarizing the discovery agreement and closing for next steps, including formation of an appropriate team
Form a team locally to help clients touch all the bases in their legacy plan
Use proven materials from Mark Weber's A Spectrum of Legacies to help the client advance around the bases
Generate new business and new gifts by teaming up across our disciplines
Make a significant contribution to your community by helping your clients and donors hit their legacy home run
And your time commitment
One hour each week of recorded content from Phil Cubeta
One hour of facilitated conversation locally
A short knowledge check at the end of each assignment
An hour of consultation with Phil Cubeta, supported by a workbook
What is included
Help generous clients hit one out of the park
Overview with A Donor Presentation
Use Mark Weber's proven tools to help your clients hit one out of the park.
Listening for Legacies: Home Run Week 3
Case Study: Can you help this client touch on the bases as she hits her legacy home run?
Get coaching as you put what you have learned into action