I will volunteer an hour or two as your teacher. All I ask is that you come prepared to my Civic Office Hours. Your organization does wonderful things for others. Let’s keep it going for generations to come.
Click, print, skim, and scan. Come prepared to share your preliminary sense of direction.
A board-level decision framework for weighing the four ways to gather legacies — summarizing where things stand and the six resources below.
Download PDF ↓We are focused on the precious few who can make all the difference. Consider these stats:
Are you ready, as a nimble nonprofit, to catch the legacy wealth wave?
Every Friday at 3:00 PM ET, unless otherwise noted, I open a Zoom room for anyone working through this. No registration, no charge, no sales pitch — just come prepared with your question, your prospect list, or whatever you're stuck on.
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