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From Personal Legacy Advisors

2 Book Deal – Purchase Both Books and Save

$35.95

Interested in both books? You will get a discount if you buy them together.

Across Generations: A Five-Step Guide for Creating an Expression of Donor Intent

Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will

In stock

Across Generations: A Five-Step Guide for Creating an Expression of Donor Intent

  • NOTE: BACKORDERED until early October, 2020
  • 24 pages; spiral bound; 8.5” x 11”
  • Developed in partnership with The Philanthropic Initiative (TPI)
  • Step-by-step path, with thoughtful exercises, questions, prompts and examples
  • Room to write answers, reflections and thoughts
  • The steps: imagine your audience; identify your values; consider your vision;  review the rules of governance; bring it all together in an outline; compose your document in a medium of your choice
  • Option for private labeling the cover
  • Order 10 or more for a bulk price

Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will

  • 38 pages; spiral bound;  8.5” x 11”
  • Full color photographic illustrations
  • Step-by-step path, with thoughtful prompts, questions and examples
  • Room to write answers, reflections and thoughts
  • The steps: identify your audience; articulate your intent; consider your values; find your focus; bring it all together in an outline; compose your letter in a medium of your choice
  • Options for private labeling the cover
  • Order 10 or more for a bulk price

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