Private Courses on Legacy Planning

Co-created with your constituency and tested in practice

  • Legacy Planning for Loyal, High Capacity Donors

    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.

  • Adding Philanthropy to Your Practice (Profitably?)

    10-week action-oriented program for advisors of a sponsoring company or firm. You will learn from your peers as we apply industry best practices to the specifics of your profession, firm, market, products, services, compensation systems, and competitive position. By the end of ten weeks you will know from practical experience, whether and how you can provide this service profitably.

  • Legacy Planning for Nonprofts with an Existing Planned Giving Program

    Your frontline fundraisers will learn how best to leverage their in-house Planned Giving Officer(s) to provide legacy planning to highest capacity donors without having to be a technical expert. It is all about better conversations. The course will be adapted to the specifics of your organization and your donors.