Community & Private Foundations,
Colleges & Universities

Clarify Donor Intentions and Enhance Their Personal and Generational Impact

Introduction

Until recently, charitable giving focused primarily on the financial assets of legacy gifts or donor advised funds. Donors today hope to pass on more than their financial legacy. Their desire is to make sure they are intentional in their philanthropic planning, that their life work and passions live on, and that their charitable wishes are appropriately implemented to serve the needs of their community or institution. Imagine if you could help your donors work from a position of strength by focusing on what informs and inspires their philanthropic giving.

Our work is unique in that it assists individuals in reflecting upon their personal experiences, then taking a significant step forward to discover and share the wisdom, values, passions, life lessons, generosity and resilience they acquired along their life journey. When the donor’s personal legacy and charitable decisions are made in concert, philanthropic plans are often made with greater clarity, the trusted relationship with their philanthropic advisor grows deeper, and families are inspired to continue their legacy through a spirit of generational generosity.

Maximize Your Impact, Transform Lives

Here's How LivingWisely Works!

Benefits

LivingWisely offers many strategic benefits to community and private foundations or colleges and universities including: assisting donors in clarifying their philanthropic intentions, enhancing family communications and generational generosity, providing engaging resources to expand donor relationships, increasing collaboration with and referrals from estate/financial/wealth professionals, increasing the number and size of charitable gifts, broadening the pool of unrestricted funds, developing field of interest funding, and ensuring a sustainable impact within your community or institution.

Next Steps

Thank you for being a thought leader and recognizing the importance of donor focused programming. We look forward to working with your team to help your donors achieve the greatest impact from their philanthropic planning efforts. Please let us know when you are ready for an informational conversation about LivingWisely and how each of the components may be tailored to meet the unique needs and goals of your organization.

Are You Ready? Let’s Get Started!

Testimonials

Testimonial

The training we received through Celebrations of Life has allowed us to take our donor-focused legacy planning work to the next level. The future of planned giving does not lie in continuing the old patterns of focusing only on telling our nonprofit’s story. Success in today’s changing world requires us to conduct deeper and more meaningful work with our donors by gathering their personal stories and documenting their connection to our mission. The pathways training that our team participated in together allowed us to collectively increase our skill level, making us more adept and comfortable at guiding our donors through a process that we have already proven will lead to more and larger bequest gifts. I would recommend this training to anyone who wants to implement or strengthen their donor-centered fundraising efforts.