Taking Steps to Write a Will
Development & Communications
The Nature Trust of BC
Writing a will can be overwhelming and even stressful.
Greg and Monica experienced these feelings as they began to prepare their wills. By taking a number of steps and working with their charities of choice, the process became one that was fulfilling and enjoyable.
Both Monica and Greg are scientists. Greg had a career in environmental consulting and Monica worked for the Federal Government and is now an artist.
Greg says, “We are fortunate to have moved to BC and made it our home. It is a privilege to live in such a beautiful place and enjoy the benefits of this relatively unspoiled natural environment here on the West Coast.”
Recently retired, this couple had decided it was time to write their wills, which would include philanthropic gifts.
They began by researching some potential charities that matched their core values and then reached out to meet representatives of these charities.
This couple took a very measured approach. They began by researching some potential charities that matched their core values and then reached out to meet representatives of these charities. Greg says, “The Nature Trust of BC’s mandate to secure important habitats of high biodiversity values and at great risk of being lost and to manage conservation lands to ensure ecosystem resilience and connectivity, resonates with our core environmental values and our desire to enhance the long term sustainability of BC’s coastal ecosystem.”
Greg and Monica had clearly done their homework. While they were rigorous in their approach, I valued their collaborative discussion around what was realistic for The Nature Trust throughout the process.
We began by developing language in their wills which identified “an evergreen endowment to be used for the acquisition, restoration, management and conservation of ecologically important habitats and ecosystems in the South Coast Region of British Columbia,” and then we moved to developing a detailed Memorandum of Understanding. This was an effective way to outline the fine points without incorporating them in their wills.
Relationships in the world of philanthropy are central to what we do.
The beauty of this process is that The Nature Trust of BC has had the opportunity to meet the donors, help craft the gift and express our appreciation. We also have the joy of sharing our worlds. Greg plans to visit Nature Trust properties and Monica is supporting our Gala with a donation of art.
Relationships in the world of philanthropy are central to what we do. The Nature Trust is beginning a friendship with these donors that will be valued for years to come.