Donors & Clients

Encourage Insightful Planning and Decision Making

Community Foundations, Universities & Colleges

Clarify donor intentions to increase their personal and generational impact.

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Nonprofits & Charitable Organizations

Provide a meaningful experience for the donors and families you serve and increase your impact.

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Estate Planners, Financial Advisors & Trustees

Assist your clients in discovering their values, wisdom and passions to create more intentional plans.

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Funeral Planners

Encourage individuals to discover and share their wisdom, values and wishes as they proactively put their affairs in order.

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