Across Generations: A 5 Step Guide for Creating an Expression of Donor Intent


This 5-step guide, created in partnership with Personal Legacy Advisors, provides everything you need to think through and express the values and vision behind your decision to establish a charitable fund, foundation, or bequest. A 24-page workbook-style guide for individuals, couples, or families, it provides an excellent starting point if you wish to accomplish one or more of the following: explore and articulate the origin and meaning of your charitable goals and intentions, consider and reflect on the life of a deceased donor whose goals and intentions you wish to understand and respect, empower successors or beneficiaries to carry forward and build on the foundation of your vision.

Electronic PDF - $15
Hardcopy - $20