The Art and Science
of Financial Generosity
Inspiring Purpose, Empowering Impact, Shaping Legacies
Course Lesson Titles & Summaries
During this first of four sessions, you will have the opportunity to connect with your Legacy Coach. This session will focus on introductions, allowing you to learn about your Legacy Coach, the course content and expectations, and ask questions.
Dive into the essence of the course, acquainting yourself with the format and resources that will guide your journey of financial generosity. Initiate the process of creating your unique blueprint for impactful financial generosity.
Explore the emotional roots of generosity and understand its life-driven underpinnings. Learn how your unique experiences and financial situation can shape meaningful and heartfelt financial contributions.
Explore financial generosity's rational, practical, and pragmatic aspects, emphasizing the importance of a team effort. Pencil in your personal, family, and outreach goals and sketch an outline for financial generosity.
Learn how to engage in meaningful conversations with loved ones, considering their needs, aspirations, skills, and personalities in your giving plan. Embrace a holistic approach, care for family relationships, and seek trusted input to avoid unintended consequences.
Reconvene and engage in an enriching learning session with your Leagcy Coach during this second session. Immerse yourself in a collaborative and stimulating learning experience to explore the course material through storytelling.
Embark on an enlightening exploration of distinct money personalities and the six unique categories of gifting assets. Learn the power of six foundational financial giving tools to create lasting benefits for your family and cherished causes.
Learn the basics of nine additional advanced financial tools, including split-beneficiary funding. Unleash your creativity to explore the financial giving tools that may apply to your personal, family, and financial situation.
Draft a blend of personal, familial, and cherished aspirations into a purposeful giving strategy. Convert your intentions into actions and lay the groundwork for a financial generosity blueprint ready for professional guidance.
Gain insight into the role of nonprofits as recipients of your financial generosity. Explore nonprofit fundraising strategies and use a 9-point checklist to evaluate potential financial beneficiaries and their allocation of funds. Learn how to ask the right questions about directing your financial gift. Additional resources for donor education will be provided..
Continue your learning journey with the support of your Legacy Coach during this third session. This is an opportunity to focus on how the course content can be applied to financial generosity to family and favorite causes; as well as how to assess potential nonprofit beneficiaries.
Explore how technology eases, simplifies, and facilitates your financial generosity. Leverage the power of technology to expand the impact of your benevolence for family and cherished causes.
Engage and guide your professional advisors and nonprofit beneficiaries with generous questions to implement your giving plan. Clarify the roles and responsibilities of specific inner and advisory circle members for their wisdom and unique strengths.
Share insights to inspire your goals with help from your Legacy Coach. In this session, we’ll discuss how to use technology and effectively work with your advisors as a collaborative team..
