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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Inspired Legacies 12 08

  1. 1. Facilitating partnerships between donors, advisors, and nonprofits to grow giving and transform society
  2. 2. Who We Are <ul><li>Inspired Legacies is a national nonprofit philanthropic and legacy advisory service headquartered in Houston, Texas </li></ul><ul><li>We support donors, families, advisors, and nonprofit leaders to transform themselves, society, and philanthropy </li></ul><ul><li>We are uniquely qualified and strategically positioned to serve donors, advisors, and nonprofits </li></ul>
  3. 3. What We Believe <ul><li>Philanthropy can be transformed to be more effective </li></ul><ul><li>Wealthy families have specific and known needs for engagement with their families, nonprofits, and advisors </li></ul><ul><li>Donors give more effectively when engaged with exemplary advisors, nonprofit leaders, and community activists </li></ul>
  4. 4. What We Do <ul><li>We grow donor and legacy leaders specifically through mentoring, training, coaching, as well as broadly through our programs and publications </li></ul><ul><li>We build the donor and legacy education field </li></ul><ul><li>We foster intergenerational communication and opportunities for new partnerships </li></ul><ul><li>We grow great donors and their leadership! </li></ul>
  5. 5. How We Impact <ul><li>Working with intergenerational leaders on conscious family and organizational transitions as well as facilitating family meetings and meetings with advisors and nonprofits </li></ul><ul><li>Establishing and serving local and national donor and leadership networks and sharing best practices of collaboration </li></ul><ul><li>Raising and requesting millions of values-based lifetime and legacy dollars aligned with intention </li></ul>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:
  6. 6. Success to Date <ul><li>Supported 55 donors or family foundations with $500 million in grantmaking. </li></ul><ul><li>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.) </li></ul><ul><li>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. </li></ul><ul><li>Formed national and local Transforming Philanthropy Committees and incubated grant options for the Tipping Point Fund. Developed drafts of transformational philanthropy definitions and curriculum. </li></ul><ul><li>Engaged a leadership group of 35 key advisors to refine our tools. </li></ul><ul><li>Reached 35,000 donors with 200 workshops and consultancies in 35 states, two countries, and 57 cities. (10,000 since Nov.’07) </li></ul><ul><li>Sold or placed 6500 copies of Inspired Philanthropy through grant from The Harnisch Foundation and The Flow Fund and 20 other donors. </li></ul><ul><li>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. </li></ul>
  7. 7. Success By 2012 <ul><li>500 multi-millionaire families to have inspiring legacies </li></ul><ul><li>250 donor, advisor, and nonprofit partnerships created </li></ul><ul><li>$150 million raised -- social justice/women’s foundations </li></ul><ul><li>$20 million raised for economic and environmental sustainability </li></ul><ul><li>$20 million raised for transformative philanthropic projects and institutions </li></ul>With our leadership, support, and influence, we want our measurable impact to be at least:
  8. 8. Join Us <ul><li>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. </li></ul><ul><li>We would be honored to serve you. </li></ul>Inspired Legacies 1722 Haver Street Houston, TX 77006 & 40 Redwood Drive Ross, CA 94957 [email_address] luis@inspiredlegacies.org  [email_address]

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