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Now available from the nation’s foremost authority on Donor Advised Funds (DAFs)

This free workbook empowers and enables your client to assemble, capture and display on a single page the essence of a successful family legacy-wealth transfer including:

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

As an early pioneer in the DAF industry, Phil Tobin, President of iGiftFund, understands the importance of philanthropy in preparing your client’s heirs for successful wealth transfer and as a way for the client to be remembered by future generations.

The One Page Legacy Plan does not replace the financial, accounting and legal components. Instead, it complements and enables the family to communicate the family story and, with your ongoing involvement, prepare heirs to grow the family’s legacy wealth over succeeding generations.

Family philanthropy has such an overwhelmingly positive impact, it should be a top consideration for you and your high net worth clients.

Your personal information will not be shared.