| Estate Planning Philanthropic Planning |
|
|
Build a Foundation of Values for Your Plan to Pass On Your Financial Legacy |
|
A Message for Estate and Financial Planners, Attorneys, and Development Officers "At a time
when America's elderly are in the process of transferring a staggering
$25 trillion to their children and grandchildren in the biggest such wealth
distribution in history, a [recent]
survey [2700 baby boomers and folks 65 and older]
indicated
...it's
about a lot more than just the cash."
Mpls StarTribune 8/14/05We’ve been taught
to pass our money on to our heirs. But our culture has no tradition for giving
future generations our most valuable gift: the meaning of our lives.
Our histories
& our roots
Our stories & our experience Our personal possessions Our values & our ethics Our hard-earned wisdom Our life lessons & instructions Our blessings & our love I can put tools in your hands that will humanize your client relationships, and secure an approach to estate and philanthropic planning that honors and transmits more than their money. Contact me Rachael Freed for more information. To address women's needs in financial planning and philanthropic giving, read:
The Ethical Will:
A New Tool To Help Women Givers by Rachael Freed from Minnesota Law and Politics, March 2001 Revised 2005 Rachael Freed, inspirational speaker and educator, is the author of Women's Lives, Women's Legacies: Passing Your Beliefs and Blessings to Future Generations , and The Women’s Legacies Workbook for the Busy Woman: A Step-by-Step Guide for Writing a Spiritual-Ethical Will in Two Hours or Less. Contact Freed who develops train-the-trainer programs and consults directly with estate planners, attorneys, development officers, charitable organizations, faith institutions, women's groups, individuals and couples about preserving their legacies. |
