Contact Personal Legacy Advisors

BOSTON AREA OFFICE

P.O. Box
24 Wenham, MA 01984

SOUTHERN OFFICE

1582 Virginia Street East
Charleston, WV 25311

PHONE

978 468-3715

EMAIL US

info@personallegacyadvisors.com

Across Generations: A 5 Step Guide for Creating an Expression of Donor Intent

A 5 Step Guide for Creating an Expression of Donor Intent

Everything you need to explore and express the values and vision behind your decision to establish a charitable fund, foundation or bequest.

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"
The Wealth of Your Life guidebook is terrific: pragmatic, thoughtful, sensible, empathetic, provoking deep thought, reflection and important questions. It is a workbook with feeling!
" Dr. Dale Atkins, author and Today Show host

The Ethical Will

Letter of Wishes for Trustees

Expression of Donor Intent

Personal Legacy Advisors

Est. 2002

BOSTON AREA OFFICEP.O. Box 24
Wenham, MA 01984SOUTHERN OFFICE1582 Virginia Street East
Charleston, WV 25311PHONE978 468-3715

EMAIL US info@personallegacyadvisors.com