Products

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

• 24 pages; spiral bound; 8.5” x 11”
• Developed in partnership with The Philanthropic Initiative (TPI)
• Step-by-step path, with thoughtful exercises, questions, prompts and examples
• Room to write answers, reflections and thoughts
• The steps: imagine your audience; identify your values; consider your vision;  review the rules of governance; bring it all together in an outline; compose your document in a medium of your choice
• Option for private labeling the cover
• Order 10 or more for a bulk price

Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will

• 38 pages; spiral bound;  8.5” x 11”
• Full color photographic illustrations
• Step-by-step path, with thoughtful prompts, questions and examples
• Room to write answers, reflections and thoughts
• The steps: identify your audience; articulate your intent; consider your values; find your focus; bring it all together in an outline; compose your letter in a medium of your choice
• Options for private labeling the cover
• Order 10 or more for a bulk price