View All (4) Articles Tagged As:  Wealth Transfer

Looking forward: A New Donor-advised Fund Era–Ministries!

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  »  Read More

Advisors, Will You Lose Your Clients?

A recent issue of Investment News pointed out a shocking statistic: 66% of children fire their parents’ financial advisor after they receive an inheritance. That news is particularly troubling given that, over the next 30 years, there is expected to be a $30 trillion wealth transfer. Some have  »  Read More

Category: Legacy Continue »

4 Questions on My View of Wealth

For the next several weeks, I’m writing a series of blogs on “4”: 4 questions, 4 things, etc. Read the entire series. It’s a way of offering concise commentary. Hope you enjoy this series of “4”! When we think of financial wealth, there’s often little thought about its relative  »  Read More

Category: Faith Continue »
12