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Inspired Legacies


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October 2006 presentation explaining Inspired Legacies and calling for support.

Published in: Economy & Finance
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Inspired Legacies

  1. 1. Inspired Legacies Unleashing Generosity "Can we transform the gifts we are given?" - Orland Bishop
  2. 2. In Honor Of <ul><li>When my own mother, Patricia Murrill de Bary, </li></ul><ul><li>died in the Summer of 2005, I saw the power of </li></ul><ul><li>what a conscious transition could be. </li></ul><ul><li>I now realize how rare it is to have </li></ul><ul><li>such a peaceful and settled life. </li></ul><ul><li>I want to assist more people to </li></ul><ul><li>have that freedom and clarity of intention . </li></ul><ul><li>We are launching Inspired Legacies </li></ul><ul><li>as a nonprofit in her honor. </li></ul>
  3. 3. Inspired Legacies’ Potential Impact <ul><li>The legacy planning field is operating at a fraction of its potential. </li></ul><ul><li>Vast assets will be transferred in the next 40 years, so even a SMALL improvement in efficiency will create HUGE improvements in legacy planning. </li></ul><ul><ul><li>Our conservative estimate is an additional $100 Billion could be redirected philanthropically for critical services and change making annually! </li></ul></ul><ul><ul><li>Inspired Legacies inspires transformative outcomes and will shape generous donors strategic leadership. </li></ul></ul><ul><li>Building legacy leadership will give advisors and heirs a solid statement of donor’s interest and goals . </li></ul>
  4. 4. Legacy Leaders Inspire <ul><li>We hope this information will inspire you to make a gift of seed-money to Inspired Legacies, which will: </li></ul><ul><ul><li>inspire others to be legacy leaders. </li></ul></ul><ul><ul><li>create possibilities for other families to find trusted advisors. </li></ul></ul><ul><ul><li>start a movement to change the field. </li></ul></ul><ul><ul><li>catalyze others to give. </li></ul></ul>Inspired Legacies is uniquely positioned to leverage your gift into a cascade of good.
  5. 5. The Missing Piece <ul><li>In thirty years of working with 6000+ wealthy donors, families, foundations and nonprofits, we find that most: </li></ul><ul><ul><li>FAMILIES have not completed their legacy planning and need support. </li></ul></ul><ul><ul><li>NONPROFITS are not sure how to engage donors in long-term partnerships. </li></ul></ul><ul><ul><li>ADVISORS have wisdom and expertise that is not being accessed. </li></ul></ul>
  6. 6. Donors Ask <ul><li>What more can I do for my family and community? </li></ul><ul><li>Can you help us resolve issue or potential conflicts with my kids before it's too late? </li></ul><ul><li>How do I mentor my family around giving? </li></ul><ul><li>How can I be sure my philanthropy has an impact? </li></ul><ul><li>How can I partner with my advisors to create a plan that embodies my highest aspirations? </li></ul><ul><li>Am I giving the right amount to the nonprofit beneficiaries I believe in and are they aware of my donor intentions? </li></ul>
  7. 7. Financial Teams Ask <ul><li>Advisors wonder: </li></ul><ul><ul><li>How can I help clients take care of themselves and their families – while having lasting impact? </li></ul></ul><ul><ul><li>How do I build a successful practice by serving what is highest possibility and best action in my clients? </li></ul></ul><ul><ul><li>What works with other advisors to support client’s planning and generosity? </li></ul></ul><ul><li>Trust companies, banks & foundations ask: </li></ul><ul><ul><li>How can we grow assets under management while helping clients give wisely? </li></ul></ul><ul><ul><li>What are the best practices? </li></ul></ul>
  8. 8. Share Experience <ul><ul><li>Advisors, donors & nonprofits have considerable experience and wisdom. </li></ul></ul><ul><ul><li>Even in our “silos” of individualism, we have stories worth sharing (successes AND failures). </li></ul></ul><ul><ul><li>Sharing provides a model for others to follow (and the inspiration to do so). </li></ul></ul><ul><ul><li>Inspired Legacies will collect and share these experiences for the benefit of all. </li></ul></ul><ul><ul><li>These “best practices” will result in increased giving. </li></ul></ul>Inspired Legacies helps donors work with advisors for inspired results.
  9. 9. What We Do <ul><li>Inspired Legacies: </li></ul><ul><ul><li>finds and shares best practices to promote the greater good. </li></ul></ul><ul><ul><li>supports planning that is prudent and inspired. </li></ul></ul><ul><ul><li>addresses issues of family values and dynamics. </li></ul></ul><ul><ul><li>trains and elevates financial and philanthropic advisors. </li></ul></ul><ul><ul><li>builds effective networks and teams. </li></ul></ul><ul><ul><li>gathers and shares key referrals for legacy planning and strategic giving. </li></ul></ul>
  10. 10. How We Do It <ul><li>Inspired Legacies: </li></ul><ul><ul><li>builds on Tracy Gary’s reputation as a recognized leader of inspired and strategic philanthropic planning. </li></ul></ul><ul><ul><li>develops and presents donor education materials, tools, and workshops. </li></ul></ul><ul><ul><li>works with the major donor and advisory community, helping to build legacy leaders to unleash strategic, transformative, meta-level giving. </li></ul></ul>
  11. 11. Inspiring Legacy Leaders <ul><li>In its first few months, Inspired Legacies has already: </li></ul><ul><ul><li>brought recognized legacy leaders together to celebrate and share best practices. </li></ul></ul><ul><ul><li>mentored donors, advisors, and nonprofits on donor-inspired giving and community-centered change. </li></ul></ul><ul><ul><li>created youth giving circles (starting in Houston, then nationwide) to </li></ul></ul><ul><ul><ul><li>inspire young people toward legacy leadership. </li></ul></ul></ul><ul><ul><ul><li>get whole families involved in giving together. </li></ul></ul></ul>
  12. 12. Recent Clients <ul><ul><li>Multi-millionaire inheritor sisters seeking referrals and goal setting. </li></ul></ul><ul><ul><li>Old wealth ranch siblings partnering with their trustee bank on philanthropy. </li></ul></ul><ul><ul><li>Fortune 500 corporations advisor trainings and legacy planning curriculum development. </li></ul></ul><ul><ul><li>Community & women’s foundations coaching on million dollar + legacy gifts </li></ul></ul><ul><ul><li>& work with advisors. </li></ul></ul><ul><ul><li>Legacy planning for a family of collectors. </li></ul></ul><ul><ul><li>Family foundation facilitations & donor intent statements. </li></ul></ul><ul><ul><li>These first 10 clients alone represent over a half billion dollars in transformative giving and investing. </li></ul></ul>
  13. 13. We Need Your Help <ul><li>In our 3-year $300-450k budget: </li></ul><ul><ul><li>60% will be earned. </li></ul></ul><ul><ul><li>40% is contributed as seed capital. </li></ul></ul><ul><li>Your leadership and gift will: </li></ul><ul><ul><li>help change the field of legacy planning. </li></ul></ul><ul><ul><li>catalyze billions more giving. </li></ul></ul><ul><li>We seek donations from only 5-10 donors </li></ul><ul><li>$5,000-25,000 per year for three years. </li></ul><ul><li>We cannot do this work alone. </li></ul><ul><li>Please demonstrate your leadership </li></ul><ul><li>with a gift that will keep giving. </li></ul>
  14. 14. Be a Contribution <ul><li>Please become an </li></ul><ul><li>Inspired Legacies </li></ul><ul><li>Founding Donor Member </li></ul><ul><li>and Mission Partner </li></ul><ul><li>Thank you! </li></ul><ul><li>Inspired Legacies </li></ul><ul><li>1722 Haver Street </li></ul><ul><li>Houston, TX 77006 </li></ul><ul><li>Tel: 713.527.7671 </li></ul><ul><li>Fax: 713.527.7672 </li></ul><ul><li>Tracy@ inspiredlegacies .org </li></ul><ul><li>www. inspiredlegacies .org </li></ul>