By the End of This Course

You will be able to:

  • Determine if you have at least 10 prospective legacy donors for transformational gifts.
  • Begin to qualify those donors for a next step.
  • See them as they see themselves, not as just donors but as legacy creators. 

Course curriculum

1-2 Hours of Guided Self-Study

    1. Module Title

    2. Purpose and Significance

    3. The U.S Nonprofit Sector

    4. How The Wealthy and Their Advisors Think About Legacy

    5. The Legacy Prospect Qualifier

About this course

  • 5 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