SERVICES

Inspired Legacies service offerings include:

• Key notes and workshops for donors.
• Education, motivation, and training for advisors.
• Fund raising and planned giving consultation for nonprofits.
• Assistance to families in passing on their wealth, traditions, and leadership to the next generation.
• Mentorship and wealth coaches for the next generation of leaders and donors.
• Facilitation and partnering with national leaders in three primary areas:
  1. the intergenerational transfer of wealth
  2. the intergenerational transfer of leadership
  3. the capacity and excellence of leadership of donors, nonprofits and advisors and their collaborations.

Do you need more support? Or have questions? Call us at 415-461-5539 or use our Bookings & Media Request Form.

Tracy Gary is also available for consulting and leadership mentoring or cheerleading on a per hour or per diem basis for Executive Directors, Board Chairs, Development Staff, Team and Development Board Chair.)

Donor Interviews for prospect research or engagement may also be possible.

We can refer you as a donor or nonprofit to our referral list of inspired wealth coaches.

Looking for ideas for presentations?

Download flyer to purchase of Inspired Philanthropy: Your Step by Step Guide to Creating a Giving Plan and Leaving a Legacy, the Expanded Third Edition.

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