Creating Trust in Financial Abundance
Transformative Tools for Trust-Based Philanthropy
Welcome!
This is a private page where you can access resources and notes from each session. If you need to miss a session, you can come here for the recording. You will also find visuals, articles, podcasts, and others resources on this page after every session.
This program is for: financial advisors, donors, executive directors, nonprofit leaders, and social justice advocates. It is about giving as much as it is about receiving and, because our method is fundamentally relational, this course will help you engage more effectively whether your intention is to give more or receive more. You’ll learn to examine your own habits and behavior so that you bring awareness to old patterns and change them, then you serve as a model for others. You’ll feel confident, powerful, and hopeful in leading change.
What’s more, you’ll encourage change in others as you start to notice how feelings of unworthiness, resentment, and fear, even intergenerational, operate. You’ll be able to clearly identify the source of behaviors that keep us stuck and negatively impact philanthropic giving and receiving. You’ll learn to redirect people’s focus and compassionately witness past pain so that it stops influencing the present.
As a result, you will leave this program knowing how to confidently:
Encourage a balance of giving and receiving
Resolve unnecessary or inappropriate expectations that negatively impact giving
Help people accurately identify their own resources, i.e. “rightsize” their participation
Expand people’s capacity to receive without discomfort
Lead as a source of trust that inspires innovation, belonging, and a sense of abundance
How do we do this?
You’ll learn to work with the neuroscience of trauma-healing on an intergenerational and systemic level. Our groups are powerful because you experience the culture while learning how to create it. You will notice the ways themes and patterns live in you and present in the individuals and organizations that you work with. Once you know how to see these, you’ll be able to use methods of compassionate witnessing, co-regulation, and redirection to encourage resolution and the imagining of new solutions.
Session 1
Session 2
Session 3
Session 4
Session 5
Session 6
Session 7
Session 8
Agreements
Sagely agrees to keep all information you share confidential.
Sagely uses visualizations, meditations, and case studies that are specifically designed for you. They build off of each other and require some instruction before use. We ask that you not share these materials. If you feel that a particular item might be of use in your organization, please contact us about adapting it for your setting.
We ask that you not share any recordings of your session with people outside the group.