Getting to the Heart of What Matters by Integrating Legacy and Philanthropic Planning Decisions


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.

Jennifer Owens, Vice President, Development and Marketing

This generation of donors wishes to pass on more than their financial legacy. They want to make sure that they are intentional in their philanthropic planning, that their life work and passions live on, that their philanthropic wishes are appropriately stewarded throughout the generations, and that their community’s current and future needs are well served.

Imagine if you were able to help your donors work from a position of strength by focusing on what informs or inspires their philanthropic giving: their values, stories, life lessons, wisdom, family traditions and passions. Our current findings indicate that when life legacy and philanthropic decisions are made in concert, donors gain greater peace of mind, charitable decisions are made with greater clarity, the trusted relationship with their advisors or relationship managers often grows deeper, and families are inspired to continue their legacy through a spirit of generational generosity.

Until recently, “legacy” has focused primarily on what we wish to leave behind for our loved ones or bequeath as financial gifts or assets to our communities. It is now very clear that creating an enduring legacy should also include the process of defining and sharing our life legacy of values, wisdom, and generosity as this process helps to inform and inspire our planning and life transition decisions.

So why aren’t more relationship managers and advisors including this critical life legacy component in their philanthropic planning practices? Until recently it has been difficult to find expert, efficient, and meaningful support for professional organizations to bring these invaluable services to their donors or to dedicate the appropriate time required to address these important donor needs.

Celebrations of Life brings an innovative Legacy Journey® experience to the philanthropic planning equation. The program is designed to help you serve your donors as they search for ways to live their lives with greater intention, share their wisdom and values in an impactful and meaningful way, and inspire and engage their loved ones as they carry their family legacy forward and live generous and purposeful lives.

The Legacy Journey also brings many strategic benefits to your organization including: increasing the number and size of charitable gifts, broadening the pool of unrestricted funds, enhancing your understanding of each donor’s philanthropic intentions, focusing your efforts to serve the unique needs of various market segments, increasing collaboration with and referrals from estate/financial professionals, and more deeply impacting your community.

Celebrations of Life offers a variety of Legacy Journey programs and delivery options tailored to your organization’s needs. Please schedule a complementary phone conference or personal meeting to allow us to assist you in finding the best legacy solution to help your donors gain the most from their philanthropic efforts.

Learn how this innovative program can be tailored to your organization:

Custom Legacy Journey Programs

  • Efficient, engaging, self-paced Legacy Journey training, certification and programs for your professionals, staff and board members.
  • Legacy Journey programs, events, resources and keepsakes for your donors.
  • Market segmentation and integration planning to maximize your ROI.
  • Proven methodologies, resources and best practices to reduce staff workload.
  • Ongoing implementation support and outcomes measurement.
  • Consulting, research and strategic partnerships.