The Art & Science of Financial Generosity

Course 2 of 2 of the Legacy by Design Program

Course Overview

  • 10 Lessons
  • Duration: 12 hrs
  • Course Workbook
  • Lesson Exercises
  • 13 Videos
  • Downloads
  • Certificate
  • Expert Coaching 
  • Conversation Mastery
  • Study Groups (8-15) 
  • Further Readings
  • Self-assessments
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Marry emotion with practicality to create meaningful impact. Tailored to your circumstances, learn financial giving tools & strategies, how to assess nonprofits, & gain valuable insights on giving money. This course may be taken as a single course or as part of the Legacy by Design bundle.

In the Financial Generosity  course you will learn how to:
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Prepare for
 Generosity
Fully engage in the course and get to know the structure, plans, and tools to support your financial generosity. Develop a vision for donating to family and charity.
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Lead with
 Your Heart

Discover the emotional origins of generosity and how they are influenced by personal experiences and financial circumstances, shaping meaningful financial contributions.
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Design with
 Your Head

Emphasize the practical aspects of financial generosity and teamwork. Set realistic goals and draft your  approach to  financially generosity.

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Assess the
Dynamics
Consider the needs, aspirations, skills, and personalities of loved ones when planning your giving. Prioritize family relationships and  avoid unintended consequences.
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Apply Basic
Money Tools
Discover different money personalities and the six categories of gifting assets. Master six foundational tools to benefit your family and causes.
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Do More Good
w/ More Tools

Explore nine intermediate and advanced financial tools, including split-beneficiary funding, to find options that suit your personal, family, and financial circumstances.
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Mix & Match
$ Strategies

Create a giving strategy that combines personal and family goals, taking into account your financial situation. Implement effective strategies for both family and charity with professional advice and guidance.
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Relate to
Nonprofits

Gain insight into nonprofits, understand their fundraising strategies and their requests for donations.  Apply a 9-point checklist to evaluate and compare potential financial beneficiaries and access supplemental resources.
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Leverage
Technology

Discover the many ways in which the technology can amplify  your acts of financial generosity. By harnessing the potential of technology, you can expand the impact to  a wider audience.  
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Lead Your
Advisors
Learn to engage and guide advisors and nonprofits through gentle questioning.  Clarify roles and responsibilities within your circles of influence and tap into their collective wisdom and strengths.

Your Financial Generosity Workbook

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Each lesson in Financial Generosity includes exercises customized to your circumstances, deepening learning and promoting self-reflection. These exercises ensure relevance, teach appropriate tools and strategies, and allow for review by professional advisors of your financial generosity blueprint.

Your Financial Generosity Workbook Includes:

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The Art & Science
of Financial Generosity

Embarking on a transformative journey is courageous, but you don't have to walk this path alone. Our personalized coaching option, available for both group and individual settings, offers a nurturing space tailored to your unique needs. Whether you're seeking mentorship to guide you, emotional support during challenging phases, resources to navigate your path, or simply a trusted sounding board to affirm your decisions, our coaches are here to uplift and guide you. By choosing coaching, you're not just investing in knowledge but in an experience – a partnership dedicated to ensuring you harness the full potential of life's pivotal moments. Learn More Here.

Our Purpose

Aspire to Give® Academy nurtures the mind, expands the skills, and equips adults at the crossroads of life so that they may build their best life and foster a better tomorrow.

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