What Others Say About Susan’s Presentations
"Ann Fergemann, Vice President, Donor Relations, Kalamazoo Community FoundationIt is no surprise to me that the response to Susan Turnbull’s presentation was so positive. It was one of the most thought and action-provoking workshops I have ever attended.
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The Latest News & Views
- Merrill Lynch gives good advice about creating an ethical will
August 14, 2010
- Billionaires Challenge Each Other to Give Big
June 22, 2010
- Financial advisor sums up the value of an ethical will
June 17, 2010
- Vanguard Charitable article highlights work of Susan Turnbull
June 23, 2010
September 14: Introducing Ethical Wills into Conversations with Clients. 2:00 p.m. EST. Please register by 11:00 a.m.
September 13: Beyond the Mission Statement: Capturing the Fullness of Philanthropic Intent. 2:00 p.m. EST. Please register by 11:00 a.m.
Customized Presentations
Susan Turnbull is an experienced speaker providing lively and meaningful presentations for your clients, donors or staff. Bring her in for a presentation in person or arrange for private on-line event. The length of the presentation is tailored to your audience and time frame. 45 – 60 minutes allows for an excellent introduction to the topic. If you can devote 2 or more hours, consider a workshop format where participants have the time for activities inviting reflection and writing.
Passing on the Wealth of Your Life: It’s Much More Than Money
- An introduction to personal legacy documents, with primary focus on ethical wills
- Lots of examples – ancient and modern
- Their place in estate, financial and legacy planning
- Getting started: a process to follow; do’s and don’ts
- Ideas for countering procrastination
- As time allows, insightful writing prompts and activities
Beyond the Mission Statement: Capturing the Fullness of Your Philanthropic Intent
- Benefits of creating an expression of intent alongside legal documents establishing a fund, foundation or bequest
- Why create one: to whom? What to include?
- How they are different than a mission or vision statement
- Getting started: a process to follow; do’s and don’ts
- As time allows, insightful writing prompts and activities
Strengthening the ‘Trust’ in Trustees: Creating a Non-binding Letter of Wishes
- For those who have created a trust in which trustees are granted broad discretion in making distributions
- Exploring the advantages of drafting a non-binding document of guidance for all trustees and successor trustees
- Getting started: a process to follow; legal status; do’s and don’ts
- As time allows, insightful writing prompts and activities
Meaning Making: Taking the Time For Writing Your Ethical Will
A special two day workshop for family and small group retreats. Susan partners with professional storyteller, therapist and coach Lani Peterson for a fabulous 2 day workshop with lots of time for insightful exercises, talking, sharing and ultimately writing about the values, stories, themes and threads of our lives so far.
