· 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 donors 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