Path Breakers

It is just who I am

There are many path-takers, once a new path is broken. There are also a few path-breakers who are happiest finding new ways. I have always been among path-breakers.

And yet once the path is created and proven to work, the many will follow. 

The courses we are co-creating scale in that way.

"Best Fit" Organizations

For a Pathbreaker

  • Single Issue Charities with no full time fundraiser but who do have a few precious high capacity donors

  • Community Foundations and Faith-based Community Foundations who want to capitalize on generational wealth transfer. And who may be willing to assist partnering nonprofits.

  • Advisory firms (attorneys, CPAs, fiduciaries, investment advisors, insurance firms, family offices, and private banks) who want to transition from estate planning driven by tax to legacy planning, enabling families to flourish.

  • Consultants who want to build a practice around this work.

How this Pathbreaker Process Came to Be [2:46]

It was a matter of personal survival


References and Testimonials

Available on request

Over the years I have trained and educated thousands of advisors and nonprofit gift planners in legacy planning.  And I have given countless keynotes on that topic. I am happy to refer you to people who know my work. 

Let’s Talk

[email protected]

We can brainstorm about your situation. I can show you some comparable programs. And, if appropriate, I will outline a pathbreaking program for your consideration.