planning for the future. · legacy planning now acknowleged · death is an unalterable fact of life...

Planning for the future

· Legacy Planning now acknowleged

· Death is an unalterable fact of life

· Leave a Legacy to Charity

· Tax advice essential

WHEN SHOULD PEOPLE THINK ABOUT MAKING or REVIEWING THEIR

WILL?

• Change in personal or family circumstances

• Long distance travel

• An accident, illness or surgery

• Marriage and children

• Divorce, separation and re-marriage

• Arrival of grandchildren

• Retirement or moving to a nursing home

• Death of a loved one

WHAT MOTIVATES PEOPLE TO LEAVE A LEGACY TO WIZO?

• Reward and be thanked• The ‘Feel-Good’ factor• Personal experience and involvement• Sentiment• Admiration for Cause (WIZO)• Tax incentive• No immediate family• In Memory• Awareness of Cause• The Israel Connection

Who Would Leave a Legacy to WIZO?

What is a donor’s typical profile?· Female

· Elderly

· Singe/widow living in retirement

· Could be cash poor/asset rich

· Member of WIZO ?

· Donor includes the wishes of a spouse or partner

Legacy Campaign

• WIZO Lifeliners

• Golden Age Club

Legacy Fundraising should be joyful – not morbid

REMEMBER THAT YOUR WILL IS YOUR LAST love letter –

YOUR LAST OPPORTUNITY TO PROVIDE FOR THOSE YOU

LOVE

ASK

If you do not ask – you do not receive

We are not asking for ourselves – we are asking for the future of WIZO and those we care for

THERE IS NO END TO THE GOOD YOU CAN DO BY PLANNING FOR THE FUTURE

It costs nothing during your lifetime but will have a powerful impact for years to

come.