1. 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 11.2.11

2. “He was a total success as a human being.”

3. Building & maintaining relationships

4. “Eternity Perspective”

5. Something very valuable is missing

6. Create something wonderful from what would otherwise be left behind

7. WHY?

8. You know the back-story

9. A gift that matches the significance of what they have given you

10. 800 Years of history

11. Verba volant, scripta manent Words fly away, What’s written remains

12. Intentional transfer of information too important to be lost over time

13. “Intangible” dimension of wealth

14. Legacy = Tangible + Intangible

15. “If you don’t take the time, it won’t be said.” AB, age 92

16. Legacy = Givers & Receivers

17. Simple Beautiful Sensible

18. Intimate Intentional Enduring Enhancing Extending Impact

19. A ‘container’ for meaningful, enduring communication accessible after the death of its creator

20. Letter or recording Individual or couple 2-10 pages average 30,000’ view Thematic

21. Works in progress Ultimately “last words” Helpful, positive

22. Intimate Intentional Enduring Non-binding

23. What you want them to know & What you want them to have

24. Information Explanations Reflections Advice Stories Feelings

25. Cover of the book

27. History Values Life Lessons Estate Plan Blessings

29. Intriguing to your donors

30. Good news They are halfway there

31. Your genuine respect

32. Reinforce why they gave

33. 1. Bring up the notion

34. Have you ever thought of it?

35. It makes so much sense to me

36. 2. Offer to create a recording and transcript

37. 3. Create a polished document or recording

38. What are you giving them back?

39. Words that come from the heart enter the heart. Hebrew proverb

40. Personal Legacy Advisors, LLC Presentations and workshops for donors Elegant, affordable tools: Guides & LifeLegacy cards Referrals: coaching, writing & editing sturnbull@personallegacyadvisors.com 978.468.3715 www.personallegacyadvisors.com