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[ Presentations & workshops ][ Writing & editing services] “While I was enthused and supportive before our seminar, I can tell you that I am now your greatest advocate. From our firm's partners and our own spouses, to each and every client who attended, the response was an overwhelming, “true home run.” ” -- Robert Wermuth Legacy Planning Partners West Chester, PA “ Susan Turnbull gave an excellent presentation to our donors and friends on ethical wills. Her presentation included the history of ethical wills, a clear explanation about why they are important and poignant examples. Susan did an outstanding job of incorporating the relevance and importance of philanthropy in her presentation. Attendee responses were uniformly positive, and our donors left feeling motivated to take the next step. ” -- Nadia Yassa Director of Estate and Gift Planning The Boston Foundation “The single word that comes to mind when reflecting upon Susan Turnbull’s presentation to our group is riveting. Susan had us laughing, crying, and yearning to take action on the spot. With her presentation, Susan bestowed a true gift upon our group – conscious reflection on the importance of family, what each of us bring to this most important obligation, and how a family legacy is built and carried on between generations. Our members gave Susan high marks and with good reason. I highly recommend Susan!” -- Tom Kittredge Mountain State Young Presidents Organization (YPO) “ Susan’s passion and dedication to the topic was evident in her presentation and her enthusiasm was contagious to our audience, many of whom at never heard of an ethical will before the event. Since Susan’s presentation, we have had a variety of positive contacts from attendees including questions from donors who wanted to learn more about passing on their values, and inquiries from local advisors wanting to incorporate ethical wills into their client discussions. ” -- Jennifer Nimtz Greater Milwaukee Foundation |
Programs presented by Susan Turnbull One hour seminars: You’re More Than Your Money: Transmitting tangible and intangible wealth to those you love Three hour workshops: Create a One page Ethical Will Create a Letter of Wishes for Your Trustees Create a Vision and Mission Statement for Your Charitable Giving Inquire for 2008-2009 Recent client and donor events at which Susan Turnbull has been the featured speaker: Margolis and Associates seminar for professional advisors, Boston, MA The Boston Foundation donor appreciation event, Boston, MA Calibre Family Forum two day client education retreat, Boston, MA The Calgary Foundation event for donors and affiliated advisors, Calgary, AB Kanawha Investment Trust program for clients, Charleston, WV Whittenberg and Knudsen/ Coastal Capital client appreciation luncheon, Ipswich, MA Money Quotient education retreat for their affiliated financial advisors, Seattle, WA Cape Cod Community Foundation program for donors and affiliated advisors, Yarmouthport, MA Legacy Planning Partners client appreciation and education workshop, Philadelphia, PA Mountain State Young Presidents Organization, Charleston, WV  |