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Facilitating partnerships between donors, advisors, and nonprofits to grow giving and transform society

Inspired Legacies 12 08

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Here's a 1-2 minute overview of our current change strategy and our impact at Inspired Legacies. Have you completed your legacy planning? Give us a call if you are a dreammaker or committed to co-creating the future.

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Page 1: Inspired Legacies 12 08

Facilitating partnerships between donors, advisors, and nonprofits to grow giving

and transform society

Page 2: Inspired Legacies 12 08

Who We Are

• Inspired Legacies is a national nonprofit philanthropic and legacy advisory service headquartered in Houston, Texas

• We support donors, families, advisors, and nonprofit leaders to transform themselves, society, and philanthropy

• We are uniquely qualified and strategically positioned to serve donors, advisors, and nonprofits

Page 3: Inspired Legacies 12 08

What We Believe

• Philanthropy can be transformed to be more effective

• Wealthy families have specific and known needs for engagement with their families, nonprofits, and advisors

• Donors give more effectively when engaged with exemplary advisors, nonprofit leaders, and community activists

Page 4: Inspired Legacies 12 08

What We Do

• We grow donor and legacy leaders specifically through mentoring, training, coaching, as well as broadly through our programs and publications

• We build the donor and legacy education field

• We foster intergenerational communication and opportunities for new partnerships

• We grow great donors and their leadership!

Page 5: Inspired Legacies 12 08

How We Impact

• Working with intergenerational leaders on conscious family and organizational transitions as well as facilitating family meetings and meetings with advisors and nonprofits

• Establishing and serving local and national donor and leadership networks and sharing best practices of collaboration

• Raising and requesting millions of values-based lifetime and legacy dollars aligned with intention

Through our leadership and offerings we shape the culture, nonprofit sector, and the community in which we want to thrive and support others to thrive by:

Page 6: Inspired Legacies 12 08

Success to Date

1. Supported 55 donors or family foundations with $500 million in grantmaking.

2. Raised $6.5 million for Women Moving Millions, and Inspired Leaders’ programs and set goals of $20 million for the Tipping Point Fund over 3-5 years. (raised $25k for Dev. Cons.)

3. Published 3rd edition of Inspired Philanthropy and thanks to Flow Funds, drafted a youth giving circle curriculum (to be open sourced). And created Train the Trainer conference.

4. Formed national and local Transforming Philanthropy Committees and incubated grant options for the Tipping Point Fund. Developed drafts of transformational philanthropy definitions and curriculum.

5. Engaged a leadership group of 35 key advisors to refine our tools.

6. Reached 35,000 donors with 200 workshops and consultancies in 35 states, two countries, and 57 cities. (10,000 since Nov.’07)

7. Sold or placed 6500 copies of Inspired Philanthropy through grant from The Harnisch Foundation and The Flow Fund and 20 other donors.

8. Updated, thanks to Flow Funds, both IL’s website and developed a new Inspired Philanthropy website, resulting in dramatic increases of open sourced materials for public & training use.

Page 7: Inspired Legacies 12 08

Success By 2012

• 500 multi-millionaire families to have inspiring legacies

• 250 donor, advisor, and nonprofit partnerships created

• $150 million raised -- social justice/women’s foundations

• $20 million raised for economic and environmental sustainability

• $20 million raised for transformative philanthropic projects and institutions

With our leadership, support, and influence, we want our measurable impact to be at least:

Page 8: Inspired Legacies 12 08

Join Us

If you would like to join us as a Mission Partner, donor, or client, please contact Tracy Gary and the

staff of Inspired Legacies at 713-527-7671. We would be honored to serve you.

Inspired Legacies1722 Haver StreetHouston, TX 77006

&40 Redwood DriveRoss, CA 94957

[email protected]@inspiredlegacies.org 

[email protected]