Purpose, Protection & Legacy.
A three-hour financial planning workshop for nonprofit executives, followed by an informal reception. Fifteen seats, by invitation. One afternoon covers the three decisions that shape an executive’s financial life: compensation and retirement, charitable giving, and the estate plan that protects both.
You Plan The Mission’s Future Every Day. This Afternoon Is For Yours.
“Executive compensation and the retirement it has to fund. Charitable giving, yours and your donors’. The estate plan that protects both. Three blocks, three case studies, three decisions — worked through in a room small enough for real questions.”
One Afternoon. Three Blocks.
Three Decisions Every Nonprofit Executive Faces.
Each workshop runs three hours in a host nonprofit’s conference room, then moves into an informal reception. Every block pairs a short teaching segment with a case study you work through in your workbook.
Compensation & Retirement
Split-dollar, 457(f), and deferred compensation — the structures that decide whether an executive’s pay package actually funds the retirement it was meant to.
Covered in every workshop, with its own case study.
Request an InvitationCharitable Giving
Charitable remainder trusts, gift annuities, donor-advised funds, and insurance-based wealth replacement — for your own giving and for the donors your organization depends on.
Covered in every workshop, with its own case study.
Request an InvitationEstate & Wealth Transfer
Irrevocable life insurance trusts, estate equalization, and beneficiary-designation reviews — the funding side of an estate plan, so it protects the family and the causes it was written for.
Covered in every workshop, with its own case study.
Request an InvitationA Working Session.
Decisions You Can Act On Monday Morning.
Every attendee leaves with the materials, the math, and a direct line to Tom for the follow-up questions.
The Workbook
Your own copy of Purpose, Protection & Legacy, with the worksheets and case studies from all three blocks.
Three Case Studies
Real hypothetical scenarios walked through side-by-side: with the strategy, without it, and the dollar-level impact.
Follow-Up Slides
The full presentation sent after the workshop, so you can share it with your board, your CFO, or your own advisors.
Time With Tom
The reception afterward and an open invitation to a private conversation about your own situation.
Built For Nonprofit Executives
And The Organizations They Lead.
Invitations go to the senior leaders of nonprofit organizations.
Executive Directors & CEOs
Your compensation package, your retirement, and your own giving — planned with the same care you give the organization’s future.
Finance & Operations Leaders
CFOs and COOs who shape the benefits package and plan for their own families at the same time.
Development Leaders
Chief development officers and major-gift leaders who steward the donors your mission depends on.
Host Organizations
Nonprofits that open their conference room to a workshop and invite their own leadership and peers.
The Questions We Hear Most.
Who Can Attend?
Each workshop is by invitation and limited to 15 nonprofit executives, so every attendee gets time for their own questions.
Where And When Are The Workshops Held?
Workshops are planned for Park City, Utah and Santa Barbara, California, hosted in a nonprofit’s own conference room. Dates are set with each host organization and shared with invitees directly.
How Long Is A Workshop?
Three hours of working session covering all three blocks, followed by an informal reception.
Is This A Sales Pitch For Insurance?
No. This is an educational workshop built around strategy. You will learn what’s possible with insurance-funded planning, and you decide what, if anything, fits your situation.
How Do I Request An Invitation?
Use the Request an Invitation button on this page and tell us a little about you and your organization. Tom follows up personally.
Can Our Organization Host A Workshop?
Yes. Workshops run in a host nonprofit’s conference room, and a co-host sponsors the reception. If your organization would like to host, reach out to Tom directly.
Request Your Invitation.
Tell us a little about you and your organization, and Tom will follow up personally with upcoming dates and locations.