VALUE LEGACIES

Most of us meticulously plan our financial legacies – directing how the residue of our life’s work will be passed down to the generations behind us. But perhaps as important as our financial legacy is our value legacy:

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It’s a centuries-old tradition within the Jewish faith for parents to write and deliver to their children an ethical will – a value legacy that passes down a set of personal values and life lessons from one generation to the next. Similarly, a legacy book is a tribute from adult children to their parents - recognizing and honoring the values and life lessons they received from their moms and dads.

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What values and life lessons did your parents or grandparents leave with you? What values and life lessons will your family inherit from you?

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We help parents and adult children author their own ethical wills and legacy books - memorializing their families'  "North Star" guiding principles - publishing them into paperback or hardcover books to be cherished and shared with current and future generations.

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Let us help you create an ethical will or legacy book for your family ...

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Sample ethical will ...                                    Sample legacy book ...                                            Create your own book ... 

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NEWSLETTERS AND ANNUAL REPORTS

You already have a website, so you might wonder whether you also need an annual report or newsletter. Consider this:

Your organization likely has several classes of stakeholders: directors, members, patrons, donors and sponsors. They are all busy, their attention scattered over a wide landscape of responsibilities and interests. Your organization must compete for their attention. Your website is a passive form of connection - waiting for your stakeholders to reach out to you.

 

Annual reports and newsletters are active forms of connection - metaphorically raising your hand and attracting the attention of your stakeholders. They are calls to action: increasing stakeholder engagement and revenue. ​

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FAQ's for newsletters and annual reports ...

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Sample newsletter ...   

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Sample annual report ... 

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DIRECTORIES

A directory is a connector - a symbiotic relationship between people who need goods and services and providers of goods and services who need clients. We build and publish directories in very special situations where today there does not exist a good database to help either of these groups find the other.

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COMING SOON  ... FAQ's and a redacted sample of one of our directory projects.

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GRANT APPLICATIONS

Most nonprofit organizations rely upon funding from foundations or individual donors who require applications for the grants they award. Because these donors receive far more requests than they can fund, they must choose which of their applicants to fund.

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Having served on the boards of several nonprofit organizations myself, I have learned how to write concise, compelling applications that will stand out in a crowded field of worthy applicants.

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COMING SOON  ... FAQ's and samples of actual grant applications!

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