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Planning for the future
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· Legacy Planning now acknowleged
· Death is an unalterable fact of life
· Leave a Legacy to Charity
· Tax advice essential
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WHEN SHOULD PEOPLE THINK ABOUT MAKING or REVIEWING THEIR
WILL?
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• 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
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WHAT MOTIVATES PEOPLE TO LEAVE A LEGACY TO WIZO?
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• 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
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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
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Legacy Campaign
• WIZO Lifeliners
• Golden Age Club
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Legacy Fundraising should be joyful – not morbid
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REMEMBER THAT YOUR WILL IS YOUR LAST love letter –
YOUR LAST OPPORTUNITY TO PROVIDE FOR THOSE YOU
LOVE
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ASK
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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
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THERE IS NO END TO THE GOOD YOU CAN DO BY PLANNING FOR THE FUTURE
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It costs nothing during your lifetime but will have a powerful impact for years to
come.