LIFE & LEGACY Team Resources



Hello, LIFE & LEGACY Community Team Members! Here you can find resources to help you navigate the LIFE & LEGACY program.
​Videos and PowerPoint presentations of all training sessions will be posted here, along with other valuable information.


Questions? Contact Josh Lodolo, Charles A. Cohen Department of Planned Giving and Endowment Senior Director, at or (317) 726-5450.


Training Session Videos

Writing Your Legacy Plan

Training Session 1

Effective Stewardship

Training Session 4

Conversation Training

Training Session 2

Formalization of LOIs

Training Session 5

Marketing Your Program

Training Session 3

High Holidays Marketing

Marketing the LIFE & LEGACY program during the High Holidays.