Inspired Philanthropy: Creating a Giving Plan and Leaving a Legacy

The third, much expanded, edition of Tracy Gary's book, Inspired Philanthropy, has just been published.  Included is a chapter on creating a legacy plan on which she and I collaborated.  To accompany the book Tracy has provided a new website, http://www.inspiredphilanthropy.com. The site provides in downloadable form  the exercises and  worksheets that are the backbone of the book. These exercises and worksheets have been proven in literally thousands of classes Tracy has taught to donors. Most of the worksheets were written in airport lounges, between gigs, by a woman who has dedicated her life to this work for nearly three decades.   The exercises and worksheets help givers, whether wealthy or of ordinary means, to sort out their vision, their passion, their current giving, their strategic giving goals, and their future giving plans.  Also included for download (under the Appendices in Resources) are tools for donors and advisors to bring them together in common purpose.  These materials assist the donor in articulating her legacy vision to advisors in terms advisors can understand and that advisors can implement within a prudent and  inspired estate plan or financial plan. So, if you are a donor, an advisor to donors, or a nonprofit working with donors, you now have a first-rate free resource online. Tracy is giving this stuff away in faith, hope and charity. She may sell some books too, but the motive is to uplift the field. 

To promote the  book, and more importantly to promote inspired giving, The Harnisch Foundation is funding what is called, The Donor Diva Challenge.  If you buy a copy of the book by November 6 a free copy will be donated to the nonprofit of your choice. More than 10,000 books will be given away with your participation. 

Finally, a Donor Diva blog is planned. Getting Tracy and her donor friends into the conversation online will be a major plus for all of us philanthropy bloggers.