Creating Certainty in Philanthropy A Program for Legacy Seekers
Overcome Uncertainty About Where to Leave Your Wealth in a Way That Aligns With Your Deepest Values and Lasts Beyond Your Lifetime
Who Am I?
I understand how it feels to want to leave a legacy but not be fully knowledgeable of what that entails and how to go about it.
For many years I had the desire to become a philanthropist but did not have the tools or information to do so. I wanted to make a difference in my community while I was living but also wanted to establish a legacy beyond my family that would last long after I was gone. The older I became, the feelings of urgency I felt also led to some personal frustration.
I found coaches and mentors in the philanthropic space who could help me demystify philanthropy in a way that made sense to me. I became a part of a giving circle which is a grassroots philanthropic vehicle. I later set up a Donor Advised Fund to start supporting local and national non-profits.
My desire to make a difference expanded even further when my wife and I decided to start our own charitable foundation to enable us to have a greater impact and leave the legacy that we desired.
There are a lot of people like us who have the resources to make a difference but really don’t know how to go about it. The lessons, strategies, and the system I created are what I use now to help others create a legacy that aligns with their deepest values and connects their head, heart, and hope for the future that lasts beyond their lifetime.
Barron Damon is a Certified Nonprofit Consultant and Philanthropic Coach with over 20 years of experience working as an Executive for a National Non-Profit Organization. He holds coaching certifications from the Center for Congregational Health, an Associate Coaching Certification (ACC) from the International Coaching Federation (ICF), a Bachelor of Arts Degree in Industrial Psychology from the University of South Carolina, and a Masters Degree in Business Administration from Webster University. Barron also serves on the Board of Directors for the Chamber of Commerce and for the Morrisville Rotary Club, has co-created an award-winning Giving Circle, and helped many communities around the USA create their own Giving Circles.
About My Program
Who It Is For?
- Baby Boomers interested in philanthropy who are struggling with the decision of where to leave their wealth
- Anyone who is uncertain how to create a lasting legacy that aligns with their deepest values
- Wealth advisor clients who are interested in making a difference with strategic donations that last beyond their lifetime
Who It Is Not For?
- Anyone who already has an established philanthropy strategy in place
- People who wish to leave all of their wealth to family
- Those who have no desire in creating a lasting legacy
Module one
Discovering Your Philanthropic Why
Outcome
- Gain Clarity around why you give
- Uncover your history around giving within your family and other experiences
- Demystify the process of philanthropy
Description
In this module, you will gain clarity concerning your philanthropic why and how that will influence your strategy for giving and establishing your own legacy.
Module two
Creating Your Mission and Vision Statement
Outcome
- Create a mission statement that aligns with your deepest values
- Create a vision mission statement that aligns with your deepest values
- Understand how both statements inform your giving
Description
In this module, you will go from not having a mission or vision statement to creating statements that will help guide your philanthropic decisions going forward.
Module three
Researching Your Non-profits
Outcome
- Research from 3 to 5 non-profits that are aligned with your mission and vision statement
- Gain clarity on the non-profit selection process
- Learn how to identify Key Performance Indicators in the non-profit sector
Description
In this module, you will develop a greater understanding of the non-profit sector and how to research non-profits that are viable options for your portfolio.
moudle four
Confirming Your Non-profit Selections
Outcome
- Gain certainty around the non-profits you selected
- Be able to analyze the data of each non-profit
- Start the process of building your selected charitable organization’s portfolio
Description
In this module, you will learn how to identify a non-profit that is aligned with your deepest values and become confident in your selection process.
Module five
Using Your Time, Talent, and Treasure
Outcome
- Create a plan for volunteer time within an organization
- Complete a skills assessment that you can use to maximize your talent within your selected organization
- Determine the donor level of support for one or each non-profit you select