INSPIRED LEGACIES STORY

Change the world, create legacies

We support, grow and uplift "legacy mentors": outstanding donors, advisors, and nonprofits who gratefully share the completion and excitement they feel when powerful partnerships and processes have been used to change the world.

Use our experience to help you

We bring core competencies in strategic philanthropy, donor and advisor education, and legacy advising. We have over 30 years of experience with thousands of donors, advisors and nonprofits in all fifty states and many countries.

How we can help

We work with donors, families, firms, and nonprofits smoothing the connections between all. We share information that brings all parties together with clear intention and direction. We have and will continue to create outstanding materials, resources, and best practices to share. We make house calls and would be honored to work with you, your family, firm or nonprofit. Together, we bring joy to families and communities during donors' lifetimes and beyond.

What We Do

• We identify and share best practices of donors, advisors, and nonprofits.
   
• We believe that donors learn best in community with others. To that end we convene meetings and make personal introductions.
   
• We identify key networks and create a "network of networks" so that the best people can find one another.
   
• We create tools that help donors, advisors, and nonprofits meet on common ground to achieve satisfying results.
   
• We assist donors in transferring not only "values and valuables" but also leadership to the next generation.
   
• We strive to be good role models as givers and leaders ourselves.
   
• We are passionate advocates for our own vision of social change.
   
• We honor those whose vision is different from our own. We believe that from the clash of such passionately held differences democracy is strengthened and civic friendships are formed.
   
• We link established traditions of philanthropy to the emerging traditions of the newly wealthy and their advisors.

See our Programs and Services for more.

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