Presentations for Conferences
We’ll breathe life into the vague, and vaguely intimidating, term “legacy,” taking it out from under the shadow of death and bringing it into the light of the everyday choices you make. To live with your legacy in mind is to live a...
Legacy Conversations: The value of introducing ethical wills to your clients
Introduce your financial or estate planning clients to the venerable ethical will and you gain a lever for meaningful conversations with your clients that help them get their arms around the very notion of their “legacy,” in both its tangible and...
Building “Trust” in Trustees: Encouraging your clients to create a letter of wishes for their trustees
It is common practice to suggest to clients that they create a non-binding letter of wishes to the trustees they have named to assume responsibility for the management and distribution of the assets held in trust. The language of most trust documents...
Power in Telling "Why?": The benefits of encouraging donors to create an ethical will or donor legacy statement
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...
Learn more about having Susan Turnbull speak at your next event by contacting Susan directly here.