Workshops

Write legacy letters and prepare legacy gifts for the ones you love.

What to expect

Discover

How to get started your with your unique legacy letters and gifts

Learn

The do’s, dont’s and logistics of legacy letters and gifts

Leave With

An outline and action plan for your legacy letters and gift giving

* Video can include stock footage. Legacy gift branding with voiceover

Join our next interactive workshop

Introduction Workshop
$59.99

One 90 minute online workshop led by a lead trainer. Our small group workshops are an introduction to best practices in legacy letter and gift giving.  

  • Outline of your legacy letter
  • Prepare an initial list of legacy gifts
  • A plan forward to get it done

Extended Workshop
$299

Four Sessions. Three, 90 minute online small group workshops and one 45 minute individual session with a lead trainer.  
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Extended workshop builds off of our Introduction Workshop and offers additional time and resources to complete and expand your initial legacy letter and gift giving. The one 45 minute session with a lead trainer is often used for letter editing, gift curation, delivery logistics and more. 

Extended workshops are good for folks who want to write multiple letters, need additional support in identifying and preparing legacy gifts and find accountability helpful.

Join our next interactive workshop

Signature Workshop
$125

UPCOMING WORKSHOPS:
-October 12th @10am PT/1pm ET
-December 7th @10am PT/1pm ET 
-January 11th @10am PT/1pm ET    

A two-hour online workshop with a lead facilitator. Our small group workshops are an introduction to best practices in legacy letters and gift-giving.

-Preparation for and starting a legacy letter
-Introduction to legacy gifts
-A path forward to completing your letters and gifts

Book Signature Workshop