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Looking Forward: A New Donor-Advised-Fund Era–Family!

There’s a new day coming for donor-advised funds. For nearly 18 years, the Servant Foundation affiliated with the National Christian Foundation. Over that period of time, the Servant Foundation has seen nearly $3 billion in contributions and $2 billion in grants. But now Servant Foundation is » 

Surprising Facts About the Charitable Bequests of the Wealthy

What are the habits of the wealthy when it comes to leaving money by way of their estate?
A recent article in Give & Take (September 2017) noted the most recent IRS information on charitable gifts made through estates:
Thirty percent of women » 

Category: Legacy Continue »

The Rise of the Great-Grandparent Generation

Many of us never knew our great-grandparents. But that’s changing. As Americans are living longer and are healthier than in previous generations, demographers are now saying that future generations are likely to have at least one living great-grandparent. Kenneth Wachter, the Chairman of the » 

Category: Family Continue »