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Published byJamie Roll Modified over 10 years ago
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Planning for the future
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· Legacy Planning now acknowleged · Death is an unalterable fact of life · Leave a Legacy to Charity · Tax advice essential
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WHEN SHOULD PEOPLE THINK ABOUT MAKING or REVIEWING THEIR WILL?
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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
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WHAT MOTIVATES PEOPLE TO LEAVE A LEGACY TO WIZO?
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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
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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
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Legacy Campaign WIZO Lifeliners Golden Age Club
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Legacy Fundraising should be joyful – not morbid
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REMEMBER THAT YOUR WILL IS YOUR LAST love letter – YOUR LAST OPPORTUNITY TO PROVIDE FOR THOSE YOU LOVE
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ASK
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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
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THERE IS NO END TO THE GOOD YOU CAN DO BY PLANNING FOR THE FUTURE
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It costs nothing during your lifetime but will have a powerful impact for years to come.
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