Sign up for our newsletter to receive fresh insights that will provide you with direction to live a more joyous & generous life...

7 Keys to Where Giving is Going in 2019

Going over giving strategy notes

We are just a few weeks into 2019.  For most organizations, the books have not fully closed on 2018 and thus it’s hard to fully gauge where giving landed last year.  But it’s not too soon to make some predictions about where giving is going in 2019. 1. First, a little good news: Asset giving » 

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 »