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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 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…
American Ideas About Family Shift Dramatically
The idea of family in America is changing. Or, rather, it has changed. Americans hold a rapidly shifting patchwork of views toward…
The Purpose of Family: Training the Next Generation For Good
What’s the purpose of family? I ask that question of the families that I work with. I get some good answers, but…
The Business Savvy of Christian Investing
When Frank came into the office, he had already heard of Faith-Based or Biblically Responsible Investing (BRI) but he was pretty sure…
7 Great Quotes on Leaving a Legacy
I’ve always said that the power of a person’s life is the stories they leave behind. When a loved one dies, we…