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 jlodolo@jfgi.org 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.