Planning for the future. · Legacy Planning now acknowleged · Death is an unalterable fact of life · Leave a Legacy to Charity · Tax advice essential.

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Presentation transcript:

Planning for the future

· Legacy Planning now acknowleged · Death is an unalterable fact of life · Leave a Legacy to Charity · Tax advice essential

WHEN SHOULD PEOPLE THINK ABOUT MAKING or REVIEWING THEIR WILL?

Change in personal or family circumstances Long distance travel An accident, illness or surgery Marriage and children Divorce, separation and re-marriage Arrival of grandchildren Retirement or moving to a nursing home Death of a loved one

WHAT MOTIVATES PEOPLE TO LEAVE A LEGACY TO WIZO?

Reward and be thanked The Feel-Good factor Personal experience and involvement Sentiment Admiration for Cause (WIZO) Tax incentive No immediate family In Memory Awareness of Cause The Israel Connection

Who Would Leave a Legacy to WIZO? What is a donors typical profile? · Female · Elderly · Singe/widow living in retirement · Could be cash poor/asset rich · Member of WIZO ? · Donor includes the wishes of a spouse or partner

Legacy Campaign WIZO Lifeliners Golden Age Club

Legacy Fundraising should be joyful – not morbid

REMEMBER THAT YOUR WILL IS YOUR LAST love letter – YOUR LAST OPPORTUNITY TO PROVIDE FOR THOSE YOU LOVE

ASK

If you do not ask – you do not receive We are not asking for ourselves – we are asking for the future of WIZO and those we care for

THERE IS NO END TO THE GOOD YOU CAN DO BY PLANNING FOR THE FUTURE

It costs nothing during your lifetime but will have a powerful impact for years to come.