We offer interactive training sessions designed to educate nonprofit staff, boards, and advisors on a variety of topics intended to strengthen their internal knowledge and capacity for engaging in legacy conversations.
These sessions equip professionals with practical tools, donor-centered strategies, and the confidence to grow and steward impactful legacy gifts. Each session is tailored to help organizations deepen their expertise and build stronger, more purposeful connections with their supporters.
Every session is designed to build clarity and confidence. Whether you’re a nonprofit professional, donor, or advisor, each session is:
Legacy Planning 101: Matching Donor Assets with Giving Vehicles
Identifying and Engaging Planned Giving Prospects
From Awareness to Action: Building a Legacy Culture in Your Organization
Complex Gifts Made Simple: Real Estate, Stock, and Business Interests
Engaging Your Board in Legacy Conversations
Creating a Donor Stewardship Plan for Long-Term Giving
Philanthropy & Planning: Guiding Clients Through Charitable Conversations
Charitable Giving Vehicles: What to Know, When to Recommend
Working with Community Foundations and Nonprofits
Integrating Legacy Planning into Estate and Financial Planning
Values-Based Advising: How to Talk About Legacy with Clients
The Advisor’s Role in Charitable Estate Planning
Smart Ways to Give: Making the Most of Your Assets
Faith, Family, and Philanthropy: Navigating Priorities in Estate Planning
How to Leave a Gift Without Writing a Check
Giving That Grows: Leaving a Legacy Without Sacrificing Retirement
Supporting the Causes You Love—Now and for the Future
Demystifying Estate Planning: What You Need to Know