Workshops

Write legacy letters and prepare legacy gifts for the ones you love.

What to expect

Discover

How to get started your with your unique legacy letters and gifts

Learn

The do’s, dont’s and logistics of legacy letters and gifts

Leave With

An outline and action plan for your legacy letter and gift

* Video can include stock footage. Legacy gift branding with voiceover

Join our next interactive workshop

Introduction Workshop
$59.99

One 90 minute online workshop led by a lead trainer. Our small group workshops are an introduction to best practices in legacy letter and gift giving.  

  • Outline of your legacy letter
  • Prepare an initial list of legacy gifts
  • A plan forward to get it done

Extended Workshop
$299

Four Sessions. Three, 90 minute online small group workshops and one 45 minute individual session with a lead trainer.  

Extended workshop builds off of our Introduction Workshop and offers additional time and resources to complete and expand your initial legacy letter and gift giving. The one 45 minute session with a lead trainer is often used for letter editing, gift curation, delivery logistics and more. 

Extended workshops are good for folks who want to write multiple letters, need additional support in identifying and preparing legacy gifts and find accountability helpful.

Join our next interactive workshop

Introduction Workshop
$49

NEXT WORKSHOP: June 11th @ 10am PT/1pm ET

One
90 minute online workshop led by a lead trainer. Our small group workshops are an introduction to best practices in legacy letter and gift giving.  

  • Outline of your legacy letter
  • Prepare an initial list of legacy gifts
  • A plan forward to get it done

Extended Workshop
$249

NEXT WORKSHOP SERIES: June 11th @ 10am PT/1pm ET
                     June 18th @ 10am PT/1pm ET
                     June 25th @ 10am PT/1pm ET
                     Individual Session (TBD)

Four Sessions. Three, 90 minute online small group workshops and one 45 minute individual session with a lead trainer.  

Extended workshop builds off of our Introduction Workshop and offers additional time and resources to complete and expand your initial legacy letter and gift giving. The one 45 minute session with a lead trainer is often used for letter editing, gift curation, delivery logistics and more. 

Extended workshops are good for folks who want to write multiple letters, need additional support in identifying and preparing legacy gifts and find accountability helpful.