Products
From Personal Legacy Advisors
Across Generations: A Five-Step Guide for Creating an Expression of Donor Intent (DIGITAL DOWNLOAD)
$14.95
A workbook-style guide that provides a five-step structure for reflecting upon and articulating intentions behind the creation of a philanthropic instrument, for the benefit of family or institutional successors.
DIGITAL DOWNLOAD VERSION – non-interactive PDF
Also available in print version
DIGITAL DOWNLOAD VERSION - non-interactive PDF
- 24 single pages; 8.5” x 11”
- Developed in partnership with The Philanthropic Initiative (TPI)
- Step-by-step path, with thoughtful exercises, questions, prompts and examples
- Once printed off, 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 with a customized sticker
- NOTE: This guidebook has just gotten a fresh graphics upgrade, so will look different than the image of the original guidebook you see here. The text is nearly identical to the first edition.
- Also available in print version
Sign up for our email newsletter. Get two helpful references:
- List of Values
- The Neglected Step in Planning: Consciously Transmitting Intangible Wealth