"Across Generations" donor intent guide now available

You didn’t have to give away a portion of your assets, but you did.

Left unanswered in all the necessary legal documents is a simple, but profound question:

Why?

What motivated you to make that choice?

What values are implied in your philanthropy and where did they come from?

What or your deepest dreams and hopes for making a difference?

This new workbook is a detailed guide both for documenting your intent and reflecting on the vision and purpose of your giving. It is useful for all those considering their own legacy or interpreting the legacy that has been passed to them.

Click here to learn more.