This document discusses the concept of generativity, which refers to establishing and guiding the next generation through tangible means that outlive one's lifetime. It explores generativity in biological, parental, technical, cultural and societal domains. The presentation seeks to introduce generativity, explain how it manifests, and provide hints for planning one's generative legacy through strategic life planning and estate preparation.

1. Spring 2011 UNDERSTANDING GENERATIVITYBy: Don West, Jr. The American Institute of Legacy & Estate Planning Promoting Heritage, Posterity and Generativity www.Legacy-Institute.org Copyright © 2011 – American Institute of Legacy & Estate Planning

2. Generativity 1 Introduction to the Concept Understanding the Concept 2 Applying the Concept 3 Hints for Planning Your Generativity 4 This presentation seeks to meet four objectives: Note: These slides are intended to support the presenter’s remarks and comments. Therefore, by design the slides do not to fully convey all the details of the presentation’s subject. Copyright © 2011 – American Institute of Legacy & Estate Planning

5. Understanding the Concept ofGenerativity Whendoesitbegin to occur? Originally, accordingto Erickson’sEight-Stage’s of HumanDevelopment: During Middle Age Today,in almostanyadultespeciallythosewith: HigherLevels of Maturity & FocusedConcern for the NextGeneration Copyright © 2011 – American Institute of Legacy & Estate Planning

6. Technical Domain CulturalDomain Understanding the Concept ofGenerativity Biological Domain Add text title How DoesitManifest? Technical Parental Societal Cultural ParentalDomain SocietalDomain Biological Copyright © 2011 – American Institute of Legacy & Estate Planning

7. Understanding the Concept ofBiologicalGenerativity The act of making a child which constitutes the actual creation of a new human life through the passing on of living substances, (e.g., genes, blood and a mother’s milk).Note: There is a difference between giving birth to a child and actually raising the same child, one does not pre-determine or necessarily correlate to the other. Copyright © 2011 – American Institute of Legacy & Estate Planning

8. Understanding the Concept ofParentalGenerativity The act of raising a child which refers to acts that constitute actually raising of children and the launch into learning and participating in a family's way of life. Copyright © 2011 – American Institute of Legacy & Estate Planning

9. Understanding the Concept ofTechnicalGenerativity The creation of tangible works that will maintain an existence beyond your life, (i.e., paintings, writings, or a business organization). which describes actual creations and/or the teaching of skills and procedures--how to run a business or organization, how to read or compose music, how to write, how to handle money, how to repair a car, how to build a building, how to program a computer, etc. Copyright © 2011 – American Institute of Legacy & Estate Planning

10. Understanding the Concept ofCulturalGenerativity The creation of a meaning, belief or value system that is passed on to others. which refers to creating, conserving, or redefining a belief, meaning or value system that is passed on to others. In the cultural category, a person teaches not only how to do things, (technical generativity), but also why they are done, what beliefs inform them, what values sustain them, what theories lies justify them, what they "stand for," what constitutes the system’s "soul" or "spirit". Copyright © 2011 – American Institute of Legacy & Estate Planning

11. Understanding the Concept ofSocietalGenerativity The ability to create societal change and/or reform, (i.e., Ghandi, Martin Luther King, Jr., et. al.) which refers to a special ability and the requisite influence to create mass change on a community and/or societal level, often associated with influencing and guiding individuals who are not directly known or lie outside of the immediate reach of the originator. “Every person has the same amount of influence, the only difference is the size of their stage.” Copyright © 2011 – American Institute of Legacy & Estate Planning

12. Key Elements to Generativity Add text title It must be Tangible/ Measurable Guide, Contribute or Impact Last Beyond Your Lifetime It must be Released by Its Creator Potential To Understanding to the Concept ofGenerativity Add text title The Next Generation Copyright © 2011 – American Institute of Legacy & Estate Planning

13. Stopping the Damage Letting Go Talking to Your Past Finding Your Own Voice Applying the Concept ofGenerativity Blending Your Voice with Another’s Responding To Outcome Selecting Creating Copyright © 2011 – American Institute of Legacy & Estate Planning

15. Monthly

17. Partners

19. Energies

21. Credibility

22. InfluenceCopyright © 2011 – American Institute of Legacy & Estate Planning

23. Single Primary Objective/Goal Planning a Legacy ofGenerativity Core Values & Principles Lasting Message(s) & Record(s) of Wisdom Strategic Legacy/Life Plan Weekly Monthly Annually 5-Year 10-Year 20-Year 30-Year 100-Year Definitive Chief Aim Personal Mission Statement Personal Legacy Statement Copyright © 2011 – American Institute of Legacy & Estate Planning

24. About the Author Is Your Planner a Legacy Specialist? Your Family Deserves the Best Don West, Jr. serves as a LegacyCoach & Consultant advising businesses, organizations and individuals on how to increasetheir performance and deliverhigher value to theirlives, families and bottomlines. To begin to forge a lasting multi-generationallegacy contact Don today and learn more about building ‘Healthy & SustainedFamilyProsperity.’ Email: dlw@legacy-institute.org Web: http://www.Legacy-Institute.org Copyright © 2011 – American Institute of Legacy & Estate Planning

25. The End! & The Beginning of Your Generative Path! The American Institute of Legacy & Estate Planning Promoting Heritage, Posterity and Generativity www.Legacy-Institute.org Copyright © 2011 – American Institute of Legacy & Estate Planning