Full course description
You will learn to embrace a “flip-the script” perspective of the transition from a successful, well-lived life to a life of significance with lasting and meaningful family and philanthropic impact. You will learn about your 4 different legacies and how to perpetuate, and record these legacies through documents and meaningful family conversations. Lastly, you will learn about needed legal documents, family love letters, letters of donor intent, and 3rd party resources to record personal and family values, beliefs, stories, and history. Lesson personal journal exercises are included to help you frame and structure your legacies.
This is the final course of a 4 Course Program. Completion of all four courses is required for The Aspirational Philanthropist Certificate.