"For an advisor, it is frustrating to spend days or months creating an excellent plan for clients that never gets implemented, because the family is caught in its own complex dynamics. As advisors, we are not trained or compensated to address these family communications issues. Tracy is not only an inspirational figure, and a role model for heirs, but also delivers solid training points that financial people and their clients can immediately implement in helping families work through their issues and move forward with their planning. She and Louis are addressing an important need."
- Philip Cubeta CAP, ChFC, MSFS,CLU,
The Sallie B. and William Wallace Chair in Philanthropy The American College
INSPIRED LEGACIES IS GRATEFUL TO THE FOLLOWING SPONSORS, WHO GENEROUSLY SUPPORT OUR VISION:
Benefits of sponsorship:
Inspired Legacies offers both advisors and their clients support and education. We provide advisors tools and advice that we believe will help increase your value to your clients.
Inspired Legacies’ social network and coaching for your clients accelerates their learning, communication skills, and leadership. We save you time and frustration by helping inheritors break through the emotional stumbling blocks so they can take action and implement your financial, philanthropic and legacy plans.
At all levels of sponsorship your company logo will appear on www.inspiredlegacies.com site, on all podcasts and on www.inspiredphilanthropy.org, www.unleashinggenerosity.org
Supporting Sponsors$250 per year
12 podcasts with links available on your site or to your clients and their families.
Community Building Sponsors$1,000 per year
12 podcasts plus a briefing call with your team. We will also present one overview to your staff, team or clients via conference call.
Partner Sponsors$5,000 per year
12 podcasts, plus an overview call for your team, plus one in-person visit to your firm for one day + evening of training, coaching and/or presenting at a meeting you are hosting. (Travel/lodging expenses for at least one of our team are additional.)
If you would like to be a sponsor or have questions, please fill in the form below or on the CONTACT US page and Louis or Tracy will be in touch. Thank you.
To Become a Sponsor
If you would like to learn more about sponsorship, fill out the form below and one of our staff members will get back to you.