Legacy and Related Topics

For Advisors, Nonprofit Gift Planners, and Donors

  • Bringing Philanthropy Home

    Works for advisors, gift planners, and donors. Bring us together in common purpose. Uses a baseball analogy to cover all the bases as donors step up to the plate.

  • Listening for Legacy

    With Brenda Marie Turner, Soprano and CFRE. Uses music to lift the conversation and build a sense of community. Works with advisors, gift planners and donors. Good for a Gala, Plenary Session, or over Lunch.

  • "What is an Endowment?," asks Paula Donor, "Can I Do One with You?"

    Ideal for donors to nimble nonprofits which do not yet have an endowment. In the room can be advisors who sponsor the event. Can be convened by a Community Foundation, Faith Foundation, or Women's Foundation to support the nimble nonprofits in their network.

  • Impossible Conversations

    Phil has developed a methodology for convening conversations on philanthropic topics that divide us. Those attending do a short precourse to frame the issues. Then they respond to an in-course confidential survey. In the Zoom or face to face, Phil summarizes the ideas in the room, and tactfully gets people to talk. Brenda Marie Turner may sing to defuse tension and create a sense of community.

Benefits

Phil is more than a presenter. Whether with Brenda or alone, he will leave your group ready to take action.

  • Get advisors on board

  • Motivate donors to take action on their legacy

  • Keep legacy society members engaged

Listening for Legacy

With Phil and Brenda

Go here to learn more. But this will give you a sense.