What Others Say About Susan’s Presentations
"Jane Marks, Director WV Alzheimers AssociationAll too often we identify ourselves by what we DO, our careers – our jobs. Susan Turnbull’s presentation helped us realize that we are so much more than our jobs and it is important for us to relay who we really are to those who follow us. The attendees at our annual conference thoroughly enjoyed the presentation and went away with a desire to share with their loved ones who they really are, the lessons they have learned and the wisdom they have gained.
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Latest Blog Entries
- The Wealth of Your Life guidebook featured as a resource in December Horizons Magazine
December 15, 2011
- The best gift of all: your genuine interest
December 15, 2011
- "Open Mic" interview prompts reflections on good conversation
October 26, 2011
- Reflections on a long season away
October 6, 2011
- Musings: How the ordinary becomes extraordinary
July 11, 2011
Introducing Ethical Wills Into Client Conversations Next live webinar
Power in Telling Why: Encouraging donors to create a legacy statement Next live webinar
Customized Presentations for Clients, Donors or Staff
Susan Turnbull is an experienced speaker providing lively and meaningful presentations. 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.
A Sampling:
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.
