Our Vision
The training and consulting we provide will result in transformational gifts, and in multi-generational transformational philanthropy within families.
Our Mission
Our Mission is to: 1) Mentor, coach and train non-profit organizations to become profitable. We do this by focusing on their donor’s revelations and what their gift does for them, not what the gift does for the entity. 2) Assist advisors to clearly identify their clients’ values and passions so their planning and philanthropy can be focused on what really matters to the family, beyond money, transfer and taxes. 3) Assist families and individuals to discover and integrate Transformational Philanthropy in their lives.
We deliver on our Mission by providing courses and consulting for non-profit organizations, advisors, individuals and families. Learn about our School for Transformational Philanthropy here.
Our Work
Your Legacy Foundation’s consulting and training encompasses all three elements of effective intergenerational planning:
•Financial Planning, which prepares and protects the assets for the client;
•Estate Planning, which prepares the assets for the client’s family, and,
•Heritage Planning, which prepares the client’s family to receive their inheritance.
This training and consulting is equally effective with both individuals with families, and with individuals with no children who desire to leave a legacy to future generations.
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