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Books & Cards
- The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will
A 40 page four-color illustrated guidebook provides a comfortable, five step path for you, or a loved one, to create an Ethical Will.
$19.95 - Across Generations: 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.
$19.95
- Across Generations: 10-book set @ $179.95
A 5 Step Guide for Creating an Expression of Donor Intent Pricing Guidelines Single books are $19.95 plus shipping and handling. Bulk orders are available in sets of 10 A discount of 15% is automatically applied to orders of 10-30 books An additional discount is automatically applied to orders of 40 or more books. Personalize [...]
$179.50 - The Wealth of Your Life: 10-book set @ $179.95
Order in sets of 10 and save Consider personalizing the gift with your name, logo or message
$179.50
- LifeLegacy Cards
A boxed set of elegant, durable cards invite reflection on some of the essential elements in a person’s life.
$14.95 - LifeLegacy Cards – Bulk Order 10 Boxes @ $12.95 Each
$129.50 - LifeLegacy Cards – Bulk Order 100 Boxes @ $9.95 Each
$995.00
- 2 Book Deal – Purchase Both Books and Save
Want both guidebooks? Buy The Wealth of Your Life and Across Generations together and enjoy a nice discount.
$35.95 - Package Deal: Save 20% when you buy all three products together
Buy all three together to sample the full range of practical, thoughtful tools and gift possibilities.
$44.95
Live Webinars
- Introducing Ethical Wills into Client Conversations
Especially for Financial and Legal Advisors: In their busy lives, your office may be the only place where clients have the opportunity to thoughtfully consider their “legacy.” In designing and implementing their best course, you are in a unique position to bring to help bring to reality their own visions for positive impact, a vision [...]
- Power in Telling “Why?”: The benefits of encouraging donors to create an ethical will or donor legacy statement
Especially for Planned Giving Professionals: Planned giving professionals share hallowed space in their relationships with donors, often privy to insightful stories, thoughtful reflections and conclusions that few others may hear. It is information that is often fascinating and potentially very impactful, but its value is unrealized when it is captured only by jottings buried in [...]
- Strengthening the “Trust” in Trustees – Creating a Letter of Wishes for Trustees
Have you named a corporate trustee? Created a dynasty trust that will extend for generations? Given your trustees broad authority to make discretionary distributions? If so, and it is important to you that all successor trustees truly understand your personal perspective, you’ll want to consider creating a letter of wishes. Such a document, or recording, [...]
- The Wealth of Life – Getting Started on Your Ethical Will
This is a great overview of ethical wills, valuable if you want a good background understanding the concept and the opportunity to begin to imagine and create your own. What you will get in this 75 minute class: A thorough introduction to ethical wills: their history, legal status, formats and themes Lots of examples – [...]
Web Workshops
- Finding Focus: Reflecting on something you love to do
The goal in this workshop is to create a reflection that uses as its starting point something you love to do – be it fishing or gardening, working or building, or hiking or cooking… Whatever it is, you’ll consider it from a number of angles and use it as a frame in which to share [...]
- Finding Focus: Saying thank you
Give yourself the gift of time to create a message of gratitude – to one or more people. With guided exercises and time to write, we’ll create the comfortable space for you to complete the letter you’ve said to yourself that you’d love to do ‘someday.’ We’ll “meet” webinar-style over the phone and in front [...]
