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For Advisors: Presentations for Your Clients or Staff

Across Generations: A 5 Step Guide for Creating an Expression of Donor Intent

A 5 Step Guide for Creating an Expression of Donor Intent

Everything you need to explore and express the values and vision behind your decision to establish a charitable fund, foundation or bequest.

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"

I have reviewed Across Generations and am simply delighted with it. It will help so many offer their legacies to their family members and philanthropic representatives as the years go by. This is superb work!

"
Jay Hughes, author of Family Wealth
Personal Legacy Advisors, LLC
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Next Webinar:

Strengthening the “Trust” in Trustees – Creating a Letter of Wishes for Trustees - February 16, @ 2:00PM - Learn more

The Ethical Will

  • Facts and examples
  • Preview the guidebook
  • Introductory presentation
  • Web workshops
  • One on one help

Letter of Wishes for Trustees

  • Facts and examples
  • Introductory presentation
  • One on one help

Expression of Donor Intent

  • Facts and examples
  • Preview the guidebook
  • Introductory presentation
  • One on one help

Personal Legacy Advisors

Est. 2002

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