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Measuring the Success of Your Family
For 2023, consider making some adjustments for your family. I often say that one of the simple ways to measure the success…
Start with Your Family Stories
Building great family culture starts with stories. Brad Grey of Walking the Text teaches a simple truth: in Jewish families, from birth…
What It Takes for a Lasting Family Business Legacy
It might surprise you. The success of a long-term family business is not in the gregarious or charismatic leader. To the contrary,…
The Time I Ran For President
There are some acts of generosity that can’t be forgotten. Some of them come to life with the passage of time. For…
Finding Clarity In The Midst of Uncertainty
What time is it? It’s a time of uncertainty. Perhaps in the past we were too confident in our ability to predict…
Giving Her Best to Make a Difference
What are you about? Not just a career or a job, but a passion. What drives you to give your best?
What Do You Do With Power?
What do you do with power? There’s a lot of rancor currently around the Supreme Court nomination of Judge Amy Coney Barrett….
How Confident Are Donors For The Rest of 2020?
My friends at BBS & Associates published their Donor Confidence Report, offering insight into how U.S. donors are planning to give in…
Give Your Children Wings?
Give your children wings. Have you heard that phrase before? At first glance it sounds right and good, but I think it’s…
Consider These Unique 2020 Year-End Giving Opportunities
As year end approaches, nonprofits need strong support to continue their missions. Consider several unique 2020 giving opportunities to help boost your…
Give Away Your Financial Firm?
A recent study shows many RIA firms are concerened about succession. What if giving away a percentage of the firm offered a…