Legacy Giving
presented by Alan Pratt of Pratt Legacy Advisors
This presentation is designed for the benefit of Not-for-Profit Leadership, for the purposes of developing deeper life-long relationships with their key donors.
Legacy Stories
You will see and hear the stories of three families, all of whom engaged in Legacy Planning From the Heart™. In all three cases their generosity expanded tremendously, as they are now living their life to the fullest. Financial outcomes to the family and their chosen charities are magnificent.
If you want to learn how to guide your donors to new levels of generosity and fulfillment, you don’t want to miss this workshop! Learn from an industry expert and implement these principles in your donor cultivation program right away.
Agenda
11:30 - Lunch and networking
11:50 - Business meeting
Noon - Presentation
1:00 - Adjourn
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About the Presenter:
Alan Pratt, CEP, CAP is a family legacy advisor specializing in philanthropy and family wealth preservation. He brings a unique blend of personal experience and technical knowledge to the estate planning process. Alan helps families understand, in plain English, their options for preserving wealth in a way that honors their underlying values. Alan’s company, Pratt Legacy Advisors practices a unique form of estate planning that goes far beyond strategic wealth distribution. Alan believes that a meaningful estate plan comes from knowing your values, living your values, and planning from your values. His firm has created Legacy Planning from the Heart™, a process to help you integrate your life experiences with your estate plan, while maintaining ongoing communication within your family. He holds trust, listening, and life-long relationships as core values in everything he undertakes and shares from his own personal experiences.