Faith-based, Healthcare & Community Organizations Can Now Facilitate a New Kind of Legacy Planning

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A new approach to legacy planning, the Legacy Workshop enables organizations to guide and support their constituents in exploring life’s meaning and purpose and making important decisions about the legacy they want to create.

Mary Dunn, a leader in philanthropy with over 20 years of legacy planning experience with non-profit organizations, today announced the launch of the Legacy Workshop. The Legacy Workshop is a new approach to legacy planning that gives faith-based, healthcare, and community organizations the tools they need to guide and support constituents in exploring life’s meaning and purpose and making important decisions about the legacy they want to create.

According to a 2016 Gallop poll, 55 percent of people don’t make important end-of-life decisions before they pass. In creating the Legacy Workshop, Dunn set out to change that by providing organizations the tools they need to create a safe space for people to truly discover their purpose, make end-of-life decisions, and articulate their desires with their loved ones.

“The concept of the workshop was inspired by hundreds of conversations around estate planning, often leaving open the question, ‘What am I truly leaving behind, and will my loved ones know why?’” Dunn said. “This innovative program, the Legacy Workshop, helps individuals articulate their values and how they want to be remembered, and make legacy decisions that achieve both their personal and financial goals.”

Dunn knows first-hand how important legacy is. “Most of us are longing to understand the deeper meaning of legacy, the legacy that’s rooted in our spirits, not just our possessions,” she said. “In the Legacy Workshop, people come to see that they can be the creators of their own legacy, that they don’t have to leave it to fate to decide the quality of their lives. Equally important, the Legacy Workshop encourages people to make decisions, and talk with loved ones, about their wishes for end of life care.”

In a world in which people are desperately searching for connection, where people who feel lonely and isolated are 3 to 5 times more likely to die prematurely, the Legacy Workshop empowers people to deepen connection with their loved ones by creating and communicating their stories. For the organizations that deliver the Legacy Workshop, it is an increasingly important way of providing additional value to constituents and optimizing the effectiveness of other services.

About The Legacy Workshop
The Legacy Workshop enables faith-based, healthcare, and community organizations to optimize the effectiveness of the care they provide by offering their constituents a safe space to have conversations about life’s difficult, but normal, passages. Organizations receive the exclusive tools and professional support to present the Legacy Workshop and empower people of all ages to discover and articulate their life’s meaning. For more information, visit

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Mary Dunn
Legacy Workshop
+1 (505) 235-7944
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