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The key to transferring your family’s most valuable assets

Family meeting around the table

I gathered with a group of legacy planners from around the country just recently.  The conversation was robust, and they articulated many common themes.  One theme came up again and again: Relational health in a family is of first importance if they are to succeed across generations. Often » 

Category: Legacy Continue »

Gaining it All and Losing it All:  What’s the Difference?

City street with cars, pedestrians

I’m sure you’ve heard the stories.  People who’ve experienced great tragedy and lost everything.  And then there are those who’ve experienced incredibly good fortune and seemingly gained it all. I had a friend who got caught in the 2008 real estate downturn.  He was on his way to » 

Category: Faith Continue »

8 Key Facts on Charitable Giving

Charitable giving decisions at the computer

CCS Fundraising put together their 7th Edition Snapshot of Today’s Philanthropic Landscape. Here are eight key facts about charitable giving from the report: Good news/Bad news. While 2017 saw charitable giving rise to $410 billion dollars, that was with 56% of the U.S. population giving to »