The Art & Science of
Financial Generosity
Course Author & Instructor: Greg Doepke,
Chartered Advisor in Philanthropy®, Founder & Architect of Aspire to Give® Academy
Course Workbook: The Art & Science of Financial Generosity Course Workbook
Course Description: The Art & Science of Financial Generosity is a cutting-edge course that helps you plan and implement your financial giving. This transformative course includes legacy coaching and a personal workbook to guide you in creating a legacy of love through practical tools, financial knowledge, and collaboration with your advisors and nonprofit professionals. You will learn to screen nonprofits that benefit your loved ones and cherished causes. This course is part of the Legacy by Design Program.
Lessons:
1. Set the Foundation: Dive into the essence of the course, acquainting yourself with the format and resources that will guide your journey of financial generosity. Initiate the process of creating your unique blueprint for impactful financial generosity.
2. Lead with Your Heart: Explore the emotional roots of generosity and understand its life-driven underpinnings. Learn how your unique experiences and financial situation can shape meaningful and heartfelt financial contributions.
3. Design with Your Head: Uncover financial generosity's rational, practical, and pragmatic aspects, emphasizing the importance of a team effort. Pencil in your personal, family, and outreach goals and sketch an outline for financial generosity.
4. Consider the Dynamics: Engage in meaningful conversations with loved ones, considering their needs, aspirations, skills, and personalities in your giving plan. Embrace a holistic approach, care for family relationships, and seek trusted input to avert unintended consequences.
5. Financial Tools I: Embark on an enlightening exploration of distinct money personalities and the six unique categories of gifting assets. Learn the power of six foundational tools to create lasting benefits for your family and cherished causes.
6. Financial Tools II: Capture the essence of nine additional advanced financial tools, including split-beneficiary funding. Unleash your creativity to explore the financial giving tools that may apply to your personal, family, and financial situation.
7. Mix & Match Strategies: Draft a harmonious blend of personal and familial aspirations to sculpt a purposeful, tailored giving strategy based on your personal, family, and financial considerations. Convert your benevolent intentions into tangible actions through deliberate and potent strategies for family and charity. Lay the groundwork for a balanced financial generosity blueprint primed for professional insight and guidance.
8. Relate to Nonprofits: Understand the perspective and role of nonprofits as beneficiaries of your generosity. Learn fundraising approaches and solicitations for your funding. Apply a nonprofit 9-point checklist to assess and compare prospective financial beneficiaries. Additional resources are provided for donor education.
9. Magnify with Tech-tools: Explore how technology eases, simplifies, and facilitates your financial generosity. Leverage the power of technology to expand the impact of your benevolence for family and charity.
10. Lead Your Advisors: Learn to softly lead and engage your professional advisors and nonprofit beneficiaries with generous questions and implement your financial generosity effectively. Clarify circles of influence roles and responsibilities and harness your circles for their collective wisdom and unique strengths.
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.
Featured Links
-
Courses
-
Resources
-
Publications
-
About Us
Documents
-
Disclosures
-
Privacy Policy
-
Terms &
Conditions
Contact Us
-
Email Us
-
LinkedIn
-
S.S S.S.
Cohort (Group) Learning
(8-15 Learners)
Self-assessments
Self-assessments like quizzes, crossword puzzles, and exams help you track progress, reinforce learning, and customize your journey towards the next chapter of life.
Community Learning Groups
Peer learners, united by a common life transition, learn and support each other through shared experiences, empathetic engagement, and collective problem-solving. Community groups include veterans, young adults, recovering singles, and other common interest groups..
Course Workbooks
Each course of the learning series comes with an engaging workbook with lesson exercises tailored for the learner, to spark questions, foster reflection, and stimulate personal growth.
Success Coaches
Each cohort (group) of 8-15 learners is guided by an experienced Success Coach who serves as a mentor and resource. The Success Coach virtually meets with the group multiple times to enhance learning, guide learners, and answer learner questions.
Veterans Transition Empowerment Program (V-TEP)
The V-TEP program of two bundled courses empowers veterans to chart their own unique path as they transition to civilian life. Join a supportive cohort led by an experienced coach, where veterans learn, share, and navigate the road to successful transition.
Four Pillars of Learning
The Academy's state-of-the-art inquiry-based, transformative curriculum is based on four pillars of learning:
1. Personal - tailored to your situation.
2. Positive - uplifting & appreciative.
3. Probing - questions spark learning.
4. Practical - applicable to real-life.
Five Beliefs
1. Appreciate individuality
2. Give sincerely
3. Practice reciprocal generosity
4. Live with purpose
5. Choose wisely at life's junctures
Coming Soon
Course #3
The Art & Science of Financial Generosity
Engage both your loving heart and your thinking head as you learn to give genorously to loved ones and special causes. You will learn over a dozen strategic tools and strategies to give wisely to create a lasting legacy of signficance and impact.
Coming Soon
Course #4
Compose a
Legacy of Love
Compose a Legacy of Love invites you to construct an enduring testament of your life's journey, aspirations, and wishes, carefully framed in love, generosity, and consideration. In this course you compose and convey your legacies, align your resources, organize your estate affairs, and offer treasured guidance to loved ones to reduce stress, save money, and ease administrative hassle upon death.
S.M.A.R.T. Goals
Personal goals are crucial for successfully navigating life transitions. S.M.A.R.T. goals should be Specific, Measurable, Achievable, Relevant, and Time-bound.
Coming Soon!
Digital Downloads
Each of the four courses of the series includes digital downloads of articles, research, references, and checklists that supplement the course video, workbook exercises, and cohort peer learning.
Crossword Puzzles
In addition to lesson exercises, each course includes 4 crossword puzzles as a fun way to learn the terminology. Being fluent in conversation with peers, coaches, mentors, and professional advisors is essential for successfully navigating life transitions.
Coming Soon!
Blog
Previous and new blog posts will enhance course and workbook content, equipping learners with extra references and resources on cutting-edge topics like the philanthropic frontier, effective financial generosity tools and strategies, and mastering life transitions throughout the lifespan.
Bundle #3
Legacy by Design
The Legacy by Design Program helps you give intentionally and generously to loved ones and special causes. Learn over a dozen financial giving strategies and how to avoid unintended consequences of financial generosity, evaluate nonprofit beneficiaries, and compose a legacy of love through letters capturing your aspirations, life-lessons, and values. Organize your personal affairs with this bundle, ideal for those with financial resources to share and in the sunset years of life. Legacy by Design is bundled courses #3 & #4.
Pivot to Purpose
Transition Program
Embark on a transformative journey with the two-course Pivot to Purpose Transition Program. Guided by a seasoned coach, adults navigating life transitions develop self-awareness, leadership, and renewed purpose and gain vital life skills to master life transitions.
Coming Soon
Course #1
Pivot Points: Mastering Life's Transitions
Pivot Points: Mastering Life's Transitions is an engaging, interactive course designed for adults at critical life crossroads. It offers ten comprehensive lessons and an insightful workbook, equipping learners with practical strategies and reflective exercises to gracefully understand their own life journey, navigate life's changes, and foster self-awareness and resilience for life's future crossroads.
Coming Soon
Course #2
Pathway to Purpose: Stories & Questions
for Clarity
Pathway to Purpose aligns your passions and strengths with your refreshed purpose and transition goals, offering workbook exercises, storytelling, and reflective questions for deep learning and decision-making. Learn seven practical thinking tools for clear, confident choices. Includes references for further reading. This courses is the second course of the V-TEP and Pivot to Purpose Transition Bundle.
7 Thinking Tools
In the Pathway to Purpose course, learners will enhance their decision-making skills with seven easy-to-use critical thinking tools. These tools will empower individuals to make more well-informed choices, allowing them to navigate life's challenges with greater confidence, comfort, and clarity.
Learning Roadmap
In the Pivot Points course learners are introduced to a proven five step roadmap.
Contact Us
Success Coaching Approach
Our Success Coaches guide and mentor a cohort of 8-15 members periodically throughout each course through virtual meetings and are available to learners for guidance, support, and resources.
Meet Our Coaches
Highly trained and experienced coaches will lead the various life transition cohort groups, including military veterans transitioning to civilian life. Coaching profiles will be available on the Academy's website.
Seek, Ask, Give, & Do
We embrace a philosophy anchored in Reciprocal Benevolence, where education flourishes as a natural outcome of mutual kindness and support:
- Seek with an open heart, and you shall discover knowledge.
- Ask with caring curiosity, and wisdom will be imparted to you.
- Give generously, and in return, gain deeper insights.
- Treat others with the kindness, empathy, and respect you seek.
We nurture wisdom through caring questions, deliberate generosity, and thoughtful kindness.
Study Groups
Cohorts of 8-15 members from the same group are usually in the same class, promoting sharing and support among learners.
Pivot Points, Lesson 1
Learn the Lingo Answers
Social Sharing for
Societal Solutions ℠
Let's Transform Lives in Transition through Cross-Sector Collaboration
Discover how your organization can contribute to a better future. Let's support life skills education, to empower those in transition for stronger communities.
Crossroads of Life
During life's journey, we all come to crossroads of choices, challenges, and changes that lead to an uncertain future. Examples of those facing these life transitions include:
-
Military Veterans in transition -
Young adults charting their path
-
Career Changers wanting more
-
Recovering singles (lost relationship) -
Restless spirits seeking more
-
Retirees scouting for opportunities
-
Those rebounding from a misfortune
-
Those at the sunset of life
Mutual Benevolence
Aligned with a shared purpose and guided by the principles of Reciprocal Benevolence, each contributing organization benefits both individually and collectively. This harmonious philosophy encourages mutual support, understanding, innovation, and growth for the greater good.
Strengths-based Resourcing
Srengths-based resourcing unites each organization's distinct strengths for the common purpose of maximizing the impact of life-skill education. Resourcing may include access to:
- Audiences with Life-skills
Educational Need - Expertise & Knowledge
- Financial Funding
- Additional Resources
- Policy Influence & Advocacy
- Best Practices
Community Stakeholders
The cross-sector collaboration of community stakeholders develops the essential life skills of adults in transition. Local organizations may include:
- Nonprofits
- Businesses
- Gpvernment Agencies
- Academia
- Community Groups
- Faith-based Groups
Local Community Impact
The initiative fosters a thriving community by enhancing the life skills of adults experiencing major life transitions. Specific benefits include:
- More Skilled Workforce
- Economic Development
- Community Enrichment
- Reducing Inequalities
- Healthier Community
Life Skills Education
Life skills education is the toolkit for making wise choices and navigating crucial life junctures. The comprehensive kit prepares individuals for life's crossroads, real-world challenges, and success. Enhanced skills include:
- Self-leadership
- Critical thinking
- Decision-making
- Goal setting
- Effective communication
- Interpersonal skills.
A: It had too many problems!
But then it learned that every problem has a solution!
Pivot Point
Self Leadership
Self-leadership is guiding oneself effectively, honing and enhancing life skills for personal growth and success.
