The Power of Telling Why The Benefits of Encouraging Donors to Create an Ethical Will Susan Turnbull Personal Legacy Advisors, LLC Minnesota Planned Giving Council
“He was a total success as a human being.”
Building & maintaining relationships
“Eternity Perspective”
Something very valuable is missing
Create something wonderful from what would otherwise be left behind
WHY?
You know 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
Simple Beautiful Sensible
Intimate Intentional Enduring 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
Intimate Intentional Enduring Non-binding
What you want them to know & What you want them to have
Information Explanations Reflections Advice Stories Feelings
Cover of the book
History Values Life Lessons Estate Plan Blessings
Intriguing to your donors
Good news They 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