The Power of Telling Why The Benefits of Encouraging Donors to Create an Ethical Will Susan Turnbull...
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![Page 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.](https://reader036.fdocuments.net/reader036/viewer/2022062717/56649e545503460f94b4b070/html5/thumbnails/1.jpg)
The Power of Telling Why
The Benefits of Encouraging Donors to Create an Ethical
Will
Susan TurnbullPersonal Legacy Advisors, LLCMinnesota Planned Giving Council
11.2.11
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“He was a total success as a
human being.”
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Building &
maintaining relationships
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“Eternity Perspective”
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Something very valuable
is missing
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Create something wonderful from what
wouldotherwise
be left behind
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WHY?
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Youknow
the back-story
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A gift that matches the significance
of what they have given you
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800 Years of history
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Verba volant, scripta manent
Words fly away,What’s written
remains
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Intentional transfer of
information too important to be lost over time
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“Intangible” dimension of wealth
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Legacy =Tangible + Intangible
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“If you don’t take the time,
it won’t be said.”
AB,
age 92
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Legacy =Givers & Receivers
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SimpleBeautifulSensible
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IntimateIntentionalEnduring
Enhancing Extending
Impact
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A ‘container’ for meaningful, enduring
communication accessible after the death of its creator
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• Letter or recording• Individual or couple• 2-10 pages average• 30,000’ view • Thematic
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• Works in progress• Ultimately “last words”• Helpful, positive
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IntimateIntentionalEnduring
Non-binding
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What you want them to know
&
What you want them to have
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InformationExplanationsReflections
AdviceStories
Feelings
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• Cover of the book
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HistoryValues
Life LessonsEstate PlanBlessings
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Intriguing to your donors
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Good newsThey are halfway there
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Your genuine respect
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Reinforce why they gave
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1. Bring up the notion
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Have you ever thought of it?
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It makes so much sense to me
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2. Offer to create a recording and
transcript
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3. Create a polished document or recording
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What are you giving them
back?
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Words that come from the
heart enter the heart.
Hebrew proverb
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Personal Legacy Advisors,
LLC
Presentations and workshops for donors
Elegant, affordable tools: Guides & LifeLegacy cards
Referrals: coaching, writing & editing
www.personallegacyadvisors.com