Inspired Legacies

Please join us:

INSPIRING LEADERS:
New tools and collaboration for transformational philanthropy

A training of trainers for donor partners, social justice donor educators, legacy educators, and philanthropic advisors

Friday, June 27, 1:30 pm arrival

Saturday, June 28, 7 pm end

Hosted by: Inspired Legacies

Training location: Houston, Texas
(local transportation provided)

Register Now:
Online   •   Print

Goals
Agenda
Presenters
Logistics

Goals:

  • To network and create an intergenerational community training experience for donor and legacy educators engaged in philanthropic education for social and transformative justice.
  • To support and celebrate the transfer of values, styles and the innovations of each other.
  • To exchange new techniques, models, approaches and styles of learning and working with donors of diverse cultures and ages.
  • To support our individual and collective health, sustainability and leadership.
  • To identify and shape the field of practice.
  • To engage and expand legacy learning communities region by region.
  • To share Inspired Legacies' new tools and those under development.

Schedule:

Thursday June 26, 7:00 - 9:00 pm pre-event dinner

Friday, June 27, 1:30 pm - 7:15 pm
10:30 - 11:30 am   Pre-event - Tour of Inspired Legacies office
Inspired Legacies
1722 Haver Street
Houston, TX 77006
11:30 - 1:00 pm   Pre-event - Meeting with local leaders over brunch
1:30 pm   Arrival requested of all
St. Thomas University
3800 Montrose (final rooms will be emailed after June 15th)
Houston, Texas 77006-4626
2:00 pm   Welcome, Introductions all around
4:30 - 7:00 pm   Powerpoints and presentations (whole group)
    Women's Giving Circles and Women's Foundations
    Youth Giving Circle Workshop
    Communities of Color: Cultures of Caring
    Jewish Giving
    Entrepreneurial Giving
7:00-7:15 pm   Closure followed by dinner on the town in groups of 4-6

Saturday, June 28, 9:00 am - 7:15 pm
8:00 - 9:00 am   Breakfast
9:00 - 9:45 am   Overview of the sector and feedback
9:45 - 12:45 pm   Inspired Legacies' tools
    Inspired Philanthropy (new edition)
    Working with Advisors, Wealth Holders, and Nonprofit Leaders
    Transformative Philanthropy
    Wealth Coaching (resources and use)
12:45 -1:30 pm   Lunch on site
1:30 - 3:30 pm   Models for sponsoring and doing donor and legacy education
3:30 - 5:30 pm   Your leadership: What do you need to succeed, be supported and have a sustainable nonprofit, business, and life
5:30 - 7:00 pm   Growing legacy mentorship and regional networks
7:00 - 7:15 pm   Closure and next steps
7:15 - 9:00 pm   Post-event dinner (optional)

Presenters: (partial list)

Sondra Shaw-Hardy is an expert and a pioneer in women's philanthropy. Since 1995 she has written, co-authored or co-edited three books about women and philanthropy: "Reinventing Fundraising", "Creating a Women's Giving Circle", and "The Transformative Power of Women's Philanthropy."

Jessica Chao is the Vice President of Rockefeller Philanthropy Advisors, where she directs several high impact, strategic grantmaking initiatives including the Cultures of Giving program, an initiative to encourage the growth of philanthropic assets in communities of color. She has written and presented on diaspora and Asian American philanthropy.

Julia Parshall is a philanthropic advisor at Rockefeller Philanthropy Advisors, where she conducts grantmaking, research and program design for both institutional and individual clients. She is program manager for the Cultures of Giving Fund, which supports the growth of philanthropic assets in communities of color, and serves on the Grants Advisory Committee of the New York Women's Foundation and the New York Regional Association of Grantmakers' Special Committee on Increasing Diversity in Philanthropy.

Tracy Gary is the author of Inspired Philanthropy: "Your Step by Step Guide to Creating a Giving Plan and Leaving a Legacy" and the Executive Director of Inspired Legacies, a nonprofit philanthropic and legacy advisory firm.

Phil Cubeta, CLU, ChFC, MSFS, CAP is the Chief of Staff of a national financial firm. He specializes in training and supporting advisors in philanthropy.

Jean "Nurture Girl" Russell is a certified NLP coach, Co-Founder of Inspired Legacies, and an expert on developing social benefit community eco-systems.

Diana Ip, Director of Programs, Changemakers' Essentials for Diversity in Giving (EDG) Curriculum

Updates from the next generation of donor education:  Resource Generation, Emerging Practitioners in Philanthropy, Leveraging Privilege for Social Change, Bolder Giving, and Play Big!

Logistics:

Local transportation will be provided, including airport arrival and departure unless you prefer to be on your own.

Hotel fees/lodging (except for staying at private residences) are the expense of the attendees.

If staying in a hotel, to facilitate local transportation, please make reservations at:
    Doubletree Hotel Houston Downtown (near Minute Maid Park)
    400 Dallas Street
    Houston, Texas 77002
    713.759.0202 or 866-539-0036
Best rates on Hotels.com
866-538-9285

The Doubletree Hotel Houston Downtown, is approximately 20 minutes from Hobby Airport and 25 minutes from Bush Intercontinental Airport. And 15 minutes by car from St. Thomas University. Rides will be provided.

We will get back to you once you complete the registration form, have made your reservations, and mailed your check or called our offices with your Visa/Mastercard or Discover payments. Please reserve today, space limited.

Come to summer camp for donor/legacy educators! Refill your toolbox and transform your leadership, the culture, and the field! We'd love to work with you!

Register Now:   Online registration   •   Print registration

Cost: $375 includes breakfast and lunches

Mastercard, Visa, Discover accepted, contact Luis Gilberto Rivas at 713.527.7671

Make checks payable to Inspired Legacies.
Mail to:
Inspired Legacies
1722 Haver Street
Houston, TX 77006

Registration closes June 13th
Cancel by June 13th for a refund minus 20% admin fee.

Registration Forms
Online registration
Print registration

Inspired Legacies
1722 Haver Street
Houston, TX 77006
Phone: 713.527.7671
Fax: 713.527.7672