Courses
If you are enrolled in a private course, simply sign into this site, and you will see it on your “dashboard.”
If you are enrolled in a private course, simply sign into this site, and you will see it on your “dashboard.”
Co-created with your constituency and tested in practice
10 Week program co-created with Dallas Jewish Community Foundation (DJCF). Now in process with staff, nonprofit partners, and allied advisors. By the end of ten weeks, DJCF will know whether a billion dollar campaign is feasible, and what would be needed to make it so. Can be adapted to other faith traditions and Community Foundations.
9-week action-oriented program convened by nonprofits to educate and engage advisors who work with Ultra High Net Worth Clients. By the end of the 8 weeks the nonprofit will know whether it is feasible to engage with their most loyal high-capacity donors to conduct a transformational a gift planning planning initiative. And the advisors will know how they can best put their talents to work for their most generous clients.
Your Executive Director and Division Heads will learn how to open gift planning conversations with the organization's most loyal high-capacity donors with the assistance of major and planned gift staff and the active engagement of professional advisors.