Family Conversations for Building Lasting Legacies

Updated: Jun 20

Thank you to our sponsors!




Event has passed (Wednesday, May 4, 2022 — 1:00 - 2:00 p.m.)


Estate planning is an important family conversation; one that many put off or are unsure of how to approach.


Intergenerational Wealth Expert, Dr. Tom Deans, and our host and Director of the Will Power Campaign, Laurie Fox, discussed the transfer of wealth between generations and aligning philanthropic goals.


Our virtual Zoom event provided simple and practical ideas that will help you and your clients/donors embark on family estate planning. All the while, we were reminded of the importance to live purposeful lives that inspire legacies to benefit those we leave behind.

Sponsorships included copies of Dr. Tom Deans’ latest book, Willing Wisdom and attendees will all be entered into a draw for additional copies. Attendees were given an opportunity to ask questions during a Q&A portion of the event.

All attendees received these key takeaways:

  • Clarity around the transition of major assets and wealth

  • Knowledge of how to improve your approaches to family meetings and conversations around estate planning (incl. how to help your clients and donors with these tasks)

  • Knowledge of how to create thriving and meaningful legacies with causes near and dear

  • Willing Wisdom Index takeaway tool with your next steps

 

Charity Partners


As a Charity Partner, you will gain practical, professional skills for your work with donors and you are encouraged to invite your donors for an opportunity to deepen your cultivation efforts.

$250 Partnership Level includes the following:

  • 15 tickets – a great touchpoint for your donors, staff, or Board

  • 20 copies of Dr. Tom Deans’ book, Willing Wisdom

  • Invitation to submit a 30-second video for us to play on social media and website platforms leading up to the event. We ask that in your video, you answer one of these questions: Why is family legacy planning important? How does family legacy planning give you peace of mind?

  • Your logo displayed on our digital/social event invitations, EventBrite registration page, CAGP website, welcome screen at the virtual event

  • Inclusion in our Charity Partner e-blasts leading up to the event to our CAGP membership base and affiliates

Corporate Sponsors


As a CORPORATE SPONSOR, you will gain practical, professional skills and you are encouraged to invite your clients for an opportunity to deepen your relations.

$750 Sponsorship Level includes the following:

  • 50 tickets – a great touchpoint for your clients, staff, or affiliates

  • 20 copies of Dr. Tom Deans’ book, Willing Wisdom, *includes ONE hand-signed copy

  • Opportunity to pose pre-determined poll question during event

  • Art-ready digital advertising customized to feature your corporate sponsorship for the event. You can use this to promote the event to interested clientele.

  • Invitation to submit a 30-second video for us to play on social media and website platforms leading up to the event. We ask that in your video, you answer one of these questions: Why is family legacy planning important? How does family legacy planning give you peace of mind?

  • Your logo displayed on our digital event invitations, EventBrite registration page, CAGP website, welcome screen at the virtual event

  • Inclusion in our Corporate Sponsor Spotlight e-blasts leading up to the event to our CAGP membership base and affiliates

Joan Cosby, Sponsorship Chair, CAGP

Carrie Gemmell, CFRE Sponsorship Chair, CAGP


Gena Dureault, CFRE Sponsorship Chair, CAGP



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