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Ellsworth presents webinar: Creating an expression of donor intent

Date Published: May 16, 2011

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The legal documents that establish a family foundation, charitable trust, donor advised fund or planned gift usually do not begin to reflect the richness of personal history, values and visions that lie behind the voluntary act of generosity. Chances are those motivations and back stories are not only very interesting, but may be largely unknown or misunderstood by successors, who often struggle to find consensus, set direction and fulfill their responsibilities in the absence of an appreciation of the deepest purposes of the instrument.

Advisors in Philanthropy, a network of diverse professional advisors, hosted a webinar “Why a Mission Statement Isn’t Enough: Creating an Expression of Donor Intent” on Tuesday, May 17th at 3:00pm EST.  This webinar featured TPI Senior Philanthropy Advisor, Amy Zell Ellsworth and Personal Legacy Advisors Founder, Susan Turnbull, co-authors of Across Generations: A 5-Step Guide to creating an Expression of Donor Intent.

Resources for Advisors

Couldn't make the webinar, but looking for ways to offer value? Deepen relationships while moving donors up the "philanthropic curve" with these time-tested publications. 

 

Across Generations: A 5-Step Guide for Creating an Expression of Donor Intent This new workbook is a detailed guide both for documenting donor intent and reflecting on the vision and purpose of one's giving. It is useful for all those considering their own legacy or interpreting legacy or interpreting the legacy that has been passsed to them. Purchase Now

 

Giving Together: A Primer for Family Philanthropy is designed to be used in conjunction with TPI's Giving Together: A Workbook for Family Philanthropy. Whether someone is new to philanthropy or is already actively engaged in giving, the primer is a first glimpse of how a family can effectively give together. Hard copies of the most recent edition can be purchased online, or a PDF of the earlier version can be downloaded for free. Purchase Now

 

Giving Together: A Workbook for Family Philanthropy is intended to complement TPI's Giving Together: A Primer for Family Philanthropy and can be a guide for answering the questions that are common to family giving experiences. Conveniently wire-bound, only available for purchase in hard copy. Purchase Now

 
 
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