SUMMER TUNE-UP TIME:

Co-Creating the Future of Philanthropic Advising and Transformational Legacies:
An Inspired Community
Exchange & Practice Space

What can you expect:

• Tools & knowledge sharing
• Models of successful marketing
• Goals and measures of success
• Approaches to creating intergenerational dialogue
• Peers exchange of best practices and tools
• Field building dialogue; challenges and opportunities
• Role of race, class, gender, abilities, and sexual orientation in our work
• A place for spirit and reflection as well as deep dialogue & group exchange

Goals:

• To create an intergenerational community for donor and legacy educators
• To equip and support those committed to social and transformative justice
• To shape the field of practice through regional learning communities
• To support our individual and collective health, sustainability and leadership
• To share Inspired Legacies' new tools and those under development.
• To celebrate and support your contribution to this diverse network

Join us!
Co-Creating the Future of Philanthropic Advising and Transformational Legacies

Friday, July 9

2:30-3:00pm Arrival
3:00-4:15pm Welcome and community dialogue
The state of our field, our communities and our practices by Tracy Gary, Founder, Inspired Legacies & Inspired Legacies' Associates
4:15-5:45pm Presentations
(go to 2 groups, 45 minutes each)

1. 21/64 and Resource Generation Models: Intergenerational Partnerships
2. Working with Advisors, Donors and Nonprofits for Inspired Outcomes
3. 12 Steps of Inspired Legacies and Giving Plan Basics

5:45pm Dinner clusters
(choose 1 when you register)

1. Models of advisory business
2. Field building
3. Advisors and financial firms
4. Intergenerational leadership
5. Coaching leaders and families
6. Client problem-solving

Saturday, July 10

9:00-10:00am Group report back and check-in
10:00-11:30am Marketing our field and making it sustainable
11:30-1:00pm Choice of presentations
(go to 2 groups, 45 minutes each)

1. Women and philanthropy
2. Global giving
3. Client and community-centered planning dialogues

1:00-2:00pm Lunch—Next steps and goal setting
2:00-3:00pm Peer to peer support and networking
3:00-5:00pm Practice sessions on improving your presentations / business models
(Inspired Legacies' Associates and all who stay, will give you feedback)

Dinner together for all who stay over.

It ought to be remembered that there is nothing more difficult to take in hand, more perilous to conduct, or more uncertain in its success, that to take the lead in the introduction of a NEW ORDER of things.
~ Machiavelli

Friday, July 9 at 2:30pm to Saturday, July 10th at 3:00pm+

At The Philadelphia Foundation

www.philafound.org
1234 Market Street
(between 12th and 13th downtown)
Philadelphia, PA 19107-3704

Space is limited to first 35 registrants
Lunch and snacks provided

Please register by June 17th

Cost: $175

Send a check to Inspired Legacies
2525 Robinhood Street
Houston, TX 77005
By credit card, call 713-527-7671 or email Pat Tiller at Pat@inspiredlegacies.org.

Fees are refundable less $25 administration by June 21st. After June 21st, there will be no refunds on fees.

Questions to Tracy Gary at 415-377-9447 or Tracy@inspiredlegacies.org.

Presenters include Inspired Legacies' Associates and a core of philanthropic advisory leaders including you, who will share our best practices and tools.

Once you register, we will send you logistics in greater details. Please make hotel reservations immediately for your own savings.
We recommend the Philadelphia Marriott Downtown at 1201 Market St.
(across from the Philadelphia Foundation)
Let us know asap if you want a roommate.
We will connect you.

Who should attend:

• Strategic leaders and donor & community centered advisors, both established and rising.
• Philanthropic advisors who want to partner with donors and nonprofits for significant personal and systemic change
• Development and planned giving staff seeking to partner with advisors and donors for transformational gifts
• Foundation staff responsible for donor and legacy education
• Members of Advisors in Philanthropy, or other philanthropic advisor networks (PANs) nationally or globally
• Grantmakers who work directly with families and donors
• Those who embrace both right and left brained approaches and giftedness
• Wealth coaches and family wealth advisors
• Donor and family educators, staff of family foundations seeking connectivity

PLEASE PASS THIS INVITATION ON TO OTHERS WHO MAY BENEFIT TODAY.

Thank you. We hope you can join our dialogue and practice community.

Books and tools that you want to sell, you are welcomed to bring. Inspired Legacies requests a small donation (10%) for your sales.

 
Inspired Legacies www.inspiredlegacies.org 713.527.7671