Legacy Webinars

Presentation Materials

Download the Estate Planning Starter Kit (PDF) Download Introduction to Estate Planning: Wills (PDF)

Presentation Materials

Download A Simple Guide to Estate Planning (PDF) Download Slides Introduction to Estate Planning: Everything Except Wills (PDF)

Presentation Materials

Download Introduction to Estate Planning: Trusts – What They Are & How to Use Them to Protect Your Loved Ones (PDF)

Presentation Materials

Download Introduction to Estate Planning: Life Insurance, Commercial Annuities & Charitable Gift Annuities (PDF)

Presentation Materials

Download Introduction to Estate Planning: Ethical Wills (PDF) Download Ethical Will Starter (PDF) Download Ethical Wills Article (PDF)

Presentation Materials

Slides — Common Estate Planning Mistakes

Presentation Materials

Download D. Greene Presentation (PDF)Download National Philanthropic Trust 2019 Report (PDF)Download Fidelity 2020 Giving Report (PDF)

Presentation Materials

Download C. Collins Presentation (PDF)Download Gilded Giving Report 2020 (PDF)Download Warehousing Wealth Report 2018 (PDF)

Presentation Materials

Slides – Your Values & Your Legacy Download Values Inventory (PDF) Download Couples Exercise (PDF) Download Motivations Exercise (PDF)

Presentation Materials

Slides – The Initiative to Accelerate Charitable Giving Download Statement of Principles (PDF) Chronicle of Philanthropy Article Bloomberg Article

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Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.Privacy Policy | Cookie Policy