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The Power of Telling Why
The Benefits of Encouraging Donors to Create an Ethical
Will
Susan TurnbullPersonal Legacy Advisors, LLCMinnesota Planned Giving Council
11.2.11
“He was a total success as a
human being.”
Building &
maintaining relationships
“Eternity Perspective”
Something very valuable
is missing
Create something wonderful from what
wouldotherwise
be left behind
WHY?
Youknow
the back-story
A gift that matches the significance
of what they have given you
800 Years of history
Verba volant, scripta manent
Words fly away,What’s written
remains
Intentional transfer of
information too important to be lost over time
“Intangible” dimension of wealth
Legacy =Tangible + Intangible
“If you don’t take the time,
it won’t be said.”
AB,
age 92
Legacy =Givers & Receivers
SimpleBeautifulSensible
IntimateIntentionalEnduring
Enhancing Extending
Impact
A ‘container’ for meaningful, enduring
communication accessible after the death of its creator
• Letter or recording• Individual or couple• 2-10 pages average• 30,000’ view • Thematic
• Works in progress• Ultimately “last words”• Helpful, positive
IntimateIntentionalEnduring
Non-binding
What you want them to know
&
What you want them to have
InformationExplanationsReflections
AdviceStories
Feelings
• Cover of the book
HistoryValues
Life LessonsEstate PlanBlessings
Intriguing to your donors
Good newsThey are halfway there
Your genuine respect
Reinforce why they gave
1. Bring up the notion
Have you ever thought of it?
It makes so much sense to me
2. Offer to create a recording and
transcript
3. Create a polished document or recording
What are you giving them
back?
Words that come from the
heart enter the heart.
Hebrew proverb
Personal Legacy Advisors,
LLC
Presentations and workshops for donors
Elegant, affordable tools: Guides & LifeLegacy cards
Referrals: coaching, writing & editing
www.personallegacyadvisors.com
