Follow the life journey of a fictitious senior man who is learning much about Planned Giving through his own personal life experiences.  Your life journey may be reflected in his at certain times, so browse through these stories looking for nuggets of wisdom that could be effective in your own life. 

Leading with a Legacy - Bill follows his heart in sharing his worldly possession beyond just his children

Year End Inventory - some important questions need to be asked in arranging one's final 'affairs'.

Endowment Funds for Charities - how can charities get beyond the continued hunt for today's dollars and effectively accumulate an ongoing revenue source?

Asset Transfer - with a huge transfer of assets coming, Bill learns that there are choices to be made about whether the government or charities will benefit most.

Donors Rights - the scepticism of a friend leads Bill to the Donors Bill of Rights.