1) Inspired Legacies is a nonprofit launched in honor of the founder's mother to help people complete thoughtful legacy planning and philanthropic work. 2) They aim to improve the current legacy planning field by sharing best practices and inspiring billions more in strategic giving through networks of donors, advisors, and beneficiaries. 3) The organization is seeking initial funding from 5-10 donors of $5,000-25,000 per year for three years to launch programs that will change the field of legacy planning and catalyze transformative philanthropy.

1. Inspired Legacies Unleashing Generosity "Can we transform the gifts we are given?" - Orland Bishop

2. In Honor Of When my own mother, Patricia Murrill de Bary, died in the Summer of 2005, I saw the power of what a conscious transition could be. I now realize how rare it is to have such a peaceful and settled life. I want to assist more people to have that freedom and clarity of intention . We are launching Inspired Legacies as a nonprofit in her honor.

3. Inspired Legacies’ Potential Impact The legacy planning field is operating at a fraction of its potential. Vast assets will be transferred in the next 40 years, so even a SMALL improvement in efficiency will create HUGE improvements in legacy planning. Our conservative estimate is an additional $100 Billion could be redirected philanthropically for critical services and change making annually! Inspired Legacies inspires transformative outcomes and will shape generous donors strategic leadership. Building legacy leadership will give advisors and heirs a solid statement of donor’s interest and goals .

4. Legacy Leaders Inspire We hope this information will inspire you to make a gift of seed-money to Inspired Legacies, which will: inspire others to be legacy leaders. create possibilities for other families to find trusted advisors. start a movement to change the field. catalyze others to give. Inspired Legacies is uniquely positioned to leverage your gift into a cascade of good.

5. The Missing Piece In thirty years of working with 6000+ wealthy donors, families, foundations and nonprofits, we find that most: FAMILIES have not completed their legacy planning and need support. NONPROFITS are not sure how to engage donors in long-term partnerships. ADVISORS have wisdom and expertise that is not being accessed.

6. Donors Ask What more can I do for my family and community? Can you help us resolve issue or potential conflicts with my kids before it's too late? How do I mentor my family around giving? How can I be sure my philanthropy has an impact? How can I partner with my advisors to create a plan that embodies my highest aspirations? Am I giving the right amount to the nonprofit beneficiaries I believe in and are they aware of my donor intentions?

7. Financial Teams Ask Advisors wonder: How can I help clients take care of themselves and their families – while having lasting impact? How do I build a successful practice by serving what is highest possibility and best action in my clients? What works with other advisors to support client’s planning and generosity? Trust companies, banks & foundations ask: How can we grow assets under management while helping clients give wisely? What are the best practices?

8. Share Experience Advisors, donors & nonprofits have considerable experience and wisdom. Even in our “silos” of individualism, we have stories worth sharing (successes AND failures). Sharing provides a model for others to follow (and the inspiration to do so). Inspired Legacies will collect and share these experiences for the benefit of all. These “best practices” will result in increased giving. Inspired Legacies helps donors work with advisors for inspired results.

9. What We Do Inspired Legacies: finds and shares best practices to promote the greater good. supports planning that is prudent and inspired. addresses issues of family values and dynamics. trains and elevates financial and philanthropic advisors. builds effective networks and teams. gathers and shares key referrals for legacy planning and strategic giving.

10. How We Do It Inspired Legacies: builds on Tracy Gary’s reputation as a recognized leader of inspired and strategic philanthropic planning. develops and presents donor education materials, tools, and workshops. works with the major donor and advisory community, helping to build legacy leaders to unleash strategic, transformative, meta-level giving.

11. Inspiring Legacy Leaders In its first few months, Inspired Legacies has already: brought recognized legacy leaders together to celebrate and share best practices. mentored donors, advisors, and nonprofits on donor-inspired giving and community-centered change. created youth giving circles (starting in Houston, then nationwide) to inspire young people toward legacy leadership. get whole families involved in giving together.

12. Recent Clients Multi-millionaire inheritor sisters seeking referrals and goal setting. Old wealth ranch siblings partnering with their trustee bank on philanthropy. Fortune 500 corporations advisor trainings and legacy planning curriculum development. Community & women’s foundations coaching on million dollar + legacy gifts & work with advisors. Legacy planning for a family of collectors. Family foundation facilitations & donor intent statements. These first 10 clients alone represent over a half billion dollars in transformative giving and investing.

13. We Need Your Help In our 3-year $300-450k budget: 60% will be earned. 40% is contributed as seed capital. Your leadership and gift will: help change the field of legacy planning. catalyze billions more giving. We seek donations from only 5-10 donors $5,000-25,000 per year for three years. We cannot do this work alone. Please demonstrate your leadership with a gift that will keep giving.

14. Be a Contribution Please become an Inspired Legacies Founding Donor Member and Mission Partner Thank you! Inspired Legacies 1722 Haver Street Houston, TX 77006 Tel: 713.527.7671 Fax: 713.527.7672 Tracy@ inspiredlegacies .org www. inspiredlegacies .org