Bring your questions to Office Hours

I will volunteer an hour or two as your teacher. All I ask is that you come prepared to my Civic Office Hours. Your organization does wonderful things for others. Let’s keep it going for generations to come.

Click, print, skim, and scan. Come prepared to share your preliminary sense of direction.

Overview
Are we ready?

A board-level decision framework for weighing the four ways to gather legacies — summarizing where things stand and the six resources below.

PDF · 9 pages
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The Core Opportunity

Your Top 10–15 Highest-Capacity Legacy-Minded Donors

We are focused on the precious few who can make all the difference. Consider these stats: