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Passing Down Values, Not Just Valuables: The Legacy Instruction Manual
A legacy letter (also known as an ethical will) plays a very important role. It helps ensure that future generations understand and respect your values. In those instances where you may have a DAF, private foundation or charitable trust as part of your estate plan, a legacy letter can be the instruction manual that helps guide future family giving.
Laura Malone
12 hours ago3 min read
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