CONNECT THE GENERATIONS
HELP YOUR CLIENTS AND DONORS BUILD STRONG INTERGENERATIONAL BONDS.
Personal Legacy Advisors supports your professional focus on strengthening these intangible assets within families with tools, programs and services that foster communication, connection and continuity.
The Life Legacy Toolkit, for extraordinary conversations
- Establish trust and ease immediately
- Gain valuable insights into their life story, values and priorities
- Develop an actionable strategy for creating legacy
- Increase comfortable and active engagement of female clients
Meaningful client gifts
- Beautiful and useful tools for clients to share their reflections, intentions and life stories
- Private labeling is available
Link clients to Professional Services:
- Ghostwriters and videographers to create a mini-memoir structured around the Life Legacy Cards
- Coaching and editing services for creating an ethical will
or expression of intent.
The right tool
Susan Turnbull, as
heard in the training.
- Presentations and workshops:
Lively and engaging programs for client appreciation or education events, focused on creating legacy and connecting the generations.
- Facilitated family experiences.
Expert leadership for lively, multigenerational experiences that reveals perspectives from every generation.