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The Power of Telling Why The Benefits of Encouraging Donors to Create an Ethical Will

The Power of Telling Why The Benefits of Encouraging Donors to Create an Ethical Will Susan Turnbull Personal Legacy Advisors, LLC. Minnesota Planned Giving Council 11.2.11. “He was a total success as a human being.”. Building & maintaining relationships.

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The Power of Telling Why The Benefits of Encouraging Donors to Create an Ethical Will

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  1. The Power of Telling Why The Benefits of Encouraging Donors to Create an Ethical Will Susan Turnbull Personal Legacy Advisors, LLC Minnesota Planned Giving Council 11.2.11

  2. “He was a total success as a human being.”

  3. Building & maintaining relationships

  4. “Eternity Perspective”

  5. Something very valuable is missing

  6. Create something wonderful from what would otherwise be left behind

  7. WHY?

  8. You know the back-story

  9. A gift that matches the significance of what they have given you

  10. 800 Years of history

  11. Verba volant, scripta manent Words fly away, What’s written remains

  12. Intentional transfer of information too important to be lost over time

  13. “Intangible” dimension of wealth

  14. Legacy = Tangible + Intangible

  15. “If you don’t take the time, it won’t be said.” AB, age 92

  16. Legacy = Givers & Receivers

  17. Simple Beautiful Sensible

  18. Intimate Intentional Enduring Enhancing Extending Impact

  19. A ‘container’ for meaningful, enduring communication accessible after the death of its creator

  20. Letter or recording • Individual or couple • 2-10 pages average • 30,000’ view • Thematic

  21. Works in progress • Ultimately “last words” • Helpful, positive

  22. Intimate Intentional Enduring Non-binding

  23. What you want them to know & What you want them to have

  24. Information Explanations Reflections Advice Stories Feelings

  25. Cover of the book

  26. History Values Life Lessons Estate Plan Blessings

  27. Intriguing to your donors

  28. Good news They are halfway there

  29. Your genuine respect

  30. Reinforce why they gave

  31. 1. Bring up the notion

  32. Have you ever thought of it?

  33. It makes so much sense to me

  34. 2. Offer to create a recording and transcript

  35. 3. Create a polished document or recording

  36. What are you giving them back?

  37. Words that come from the heart enter the heart. Hebrew proverb

  38. Personal Legacy Advisors, LLC Presentations and workshops for donors Elegant, affordable tools: Guides & LifeLegacy cards Referrals: coaching, writing & editing sturnbull@personallegacyadvisors.com 978.468.3715 www.personallegacyadvisors.com

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