Connecting Generations through Lasting Legacies
|Disconnect in Philanthropic Conversations|
|Lifetime vs. Testamentary Giving|
|Advice and Giving Survey|
|Trust Illustration Diagrams|
|Will or Trust? Decision Guide|
|The Six Levels of Wealth|
|Purposeful Planning vs. Traditional Planning Questions|
|Family Wealth Assessment Tool|
|Growing Donors Into Transformational Philanthropists|
|Motivating Women Philanthropists|
|Women and Wealth - Town & Country|
|Women and Retirement Perceptions|
You will find "communication starter" documents you can share with your donors to get them thinking about gifting and creating a legacy.
There are also diagrams illustrating some charitable trust vehicles including:
Please contact us for more tools and significant, meaningful ways to connect with your donors.