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30 Days of Giving: Practice Everyday Generosity
I challenged a group to 30 days of giving. Then I realized I didn’t have any plan for 30-days worth of generosity….
Are You Teaching Your Kids to Be Generous?
When my wife and I started our family, I realized that amassing money and expensive things was my version of “hoarding.” And…
Leave a Legacy or Live a Legacy?
Leave a legacy. I’ve been wondering if we need a new phrase. Leaving something behind sounds like a mistake. Perhaps we should…
Are High Net Worth Households More Generous?
What does the charitable giving of higher net worth households teach us about generosity? I wonder if the measure of our generosity…
The #1 Family Legacy Gift
When you think about leaving a legacy gift to your children what do you think about? I remember my wife’s 91-year-old grandmother….
Year-End Giving Tips: Start Early and Include Your Family
Year-end. It’s a time for Christmas celebrations, but also when many rush to calculate their taxes and charitable giving. Here are three…
Choose Your Donor Advised Fund With Caution
“Not all donor advised funds are created equal,” writes Iain Bernhoft in Philanthropy Daily. DAFs are popular, but donors need to know…
Impact Investing for Generational Success
The next generation is often uninvolved in the family wealth discussion. Impact investing has the potential to bring generations together in a…
I Don’t Want to Leave a Legacy—Is Legacy Selfish?
Legacy can be a confusing topic. A popular song has everyone singing, “I don’t want to leave a legacy.” Is wanting to…
Charitable Strategy: The Most Missed Element in Business Sales
It happens time and again. While most owners have 80-90% of their assets locked up inside of their business, it’s remarkable how unprepared…
Do You Talk With Your Kids About Money?
More than 60% of parents don’t talk with their kids about money, a Merrill Lynch study found. Learn the obstacles to talking…