Donor legacy statements and ethical wills have joined bylaws, values statements and mission statements as important documents for describing a family’s philanthropic activities and dreams. Join this conversation about these important tools for transmitting personal values and beliefs to future generations, featuring one of the nation’s leading experts on ethical wills and two family foundation executives who worked with their respective founders to create powerful – and practical – donor legacy statements.

Featured Speakers

Lissa Widoff

Lissa Widoff has been the executive director at the Robert and Patricia Switzer Foundation since 1999.…

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Susan Turnbull

Susan Turnbull is the founder and Principal of Personal Legacy Advisors. A professional writer, speaker and…

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