Retreats
We offer Purposeful Living, Purposeful Giving retreats (supporting donors to define their areas of focus) as well as topic-focused retreats focused on Purposeful Giving: Education and Thriving Youth. ​
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Audience
Retreats are available for groups of:
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Donors
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Philanthropic and wealth advisors
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Structure
Retreats can be tailored in length and content to the needs of the audience and are available in the following formats:
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2-4 hour introductory session
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1-4 day retreat format (recommended for maximum impact)
Collaborations
We can also co-design and co-brand the retreats in partnership with your organization or firm.
Current client collaborations include: The Park City Community Foundation, The US Olympic and Paralympic Foundation, Harvard's Advanced Leadership Initiative.
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Reflection Space
Personal reflection on values, superpowers, and areas of passion and purpose.
Motivation
Motivation, inspiration, and confidence to marry purpose with high-impact giving.
Knowledge & Skills for Giving
Knowledge, tools, skill-building, and networks to accelerate Purposeful Giving.
Purpose-driven Community
Relationships that foster connection and accountability with others focused on purpose and impact.
Retreat Interest
Testimonials
Purposeful Living, Purposeful Giving participants consistently share that the experience is pivotal in increasing their engagement, joy, confidence, community, and impact in their philanthropy. In their own words:
