As an early pioneer in the donor advised fund industry, Phil Tobin has long recognized the important role philanthropy can play in preparing future generations for responsible wealth stewardship, family communication, and meaningful impact.

The One Page Legacy Plan Workbook is designed to help financial advisors guide meaningful conversations around family legacy, charitable giving, and wealth transfer in a simple, approachable format.

This resource helps families organize and communicate the core elements of a thoughtful legacy plan onto one page, including:

• The “Why” or purpose of family wealth, family values and mission
• The sources and distribution of family wealth, both financial and philanthropic
• The goals and strategies for creating the legacy plan