Services for Professional Advisors
Customized Presentations for Clients or Staff
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Introducing Ethical Wills Into Client Conversations Next live webinar
Power in Telling Why: Encouraging donors to create a legacy statement Next live webinar
Customized Presentations for Clients, Donors or Staff
Susan Turnbull is an experienced speaker providing lively and meaningful presentations. Bring her in for a presentation in person or arrange for private on-line event. The length of the presentation is tailored to your audience and time frame. 45 – 60 minutes allows for an excellent introduction to the topic. If you can devote 2 or more hours, consider a workshop format where participants have the time for activities inviting reflection and writing.
A Sampling:
Passing on the Wealth of Your Life: It’s Much More Than Money
- An introduction to personal legacy documents, with primary focus on ethical wills
- Lots of examples – ancient and modern
- Their place in estate, financial and legacy planning
- Getting started: a process to follow; do’s and don’ts
- Ideas for countering procrastination
- As time allows, insightful writing prompts and activities
Beyond the Mission Statement: Capturing the Fullness of Your Philanthropic Intent
- Benefits of creating an expression of intent alongside legal documents establishing a fund, foundation or bequest
- Why create one: to whom? What to include?
- How they are different than a mission or vision statement
- Getting started: a process to follow; do’s and don’ts
- As time allows, insightful writing prompts and activities
Strengthening the ‘Trust’ in Trustees: Creating a Non-binding Letter of Wishes
- For those who have created a trust in which trustees are granted broad discretion in making distributions
- Exploring the advantages of drafting a non-binding document of guidance for all trustees and successor trustees
- Getting started: a process to follow; legal status; do’s and don’ts
- As time allows, insightful writing prompts and activities
Meaning Making: Taking the Time For Writing Your Ethical Will
A special two day workshop for family and small group retreats. Susan partners with professional storyteller, therapist and coach Lani Peterson for a fabulous 2 day workshop with lots of time for insightful exercises, talking, sharing and ultimately writing about the values, stories, themes and threads of our lives so far.
Organizations that have hosted Susan
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Contact Susan
for additional information and availability.
Options and Discounts for Bulk Purchases
The Wealth of Your Life, Across Generations and LifeLegacyCards all make very handsome gifts, as well as serving as very practical tools for both you and your clients. Discounts for 10 or more.
One-on-One Help for Clients
Do you have a client who’s interested in creating a personal legacy document but is having difficulty accomplishing it? We can help them. We offer three levels of professional assistance.
to discuss which level of service would be most helpful to you.
Retained Services
Susan is available on a contractual basis for on-going consulting services for your firm or your clients.
to explore the possibilities
