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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…
The Legacy Mindset: How Do You View What You Have?
Legacy is a mindset. But what mindset must you have in order to succeed?
The Transforming Power of Gratitude and Generosity
A simple attitude change can make a surprising difference to our mental health and wellbeing, while also inclining us toward greater generosity….
Fear, Greed and Generosity, All in a Day’s News
Last week I was traveling across the country. Sometimes, I’ll pick up a newspaper or two. Today, it’s the USA Today and…
One Simple Key to Passing on Your Family Vision
Families with a multi-generational vision know that it takes buy-in from the members of the family “team.” Generation 1 may have dreamed…
7 Keys to Where Giving is Going in 2019
We are just a few weeks into 2019. For most organizations, the books have not fully closed on 2018 and thus it’s…
Relationships Matter When Transferring Your Family’s Most Valuable Assets
I gathered with a group of legacy planners from around the country just recently. The conversation was robust, and they articulated many…
Gaining it All and Losing it All: What’s the Difference?
I’m sure you’ve heard the stories. People who’ve experienced great tragedy and lost everything. And then there are those who’ve experienced incredibly…
8 Key Facts on Charitable Giving
CCS Fundraising put together their 7th Edition Snapshot of Today’s Philanthropic Landscape. Here are eight key facts about charitable giving from the…
A Family Kind of Day
I started the day with breakfast with my nephew-in-law. The bacon was crisp, but it was better to have some good conversation…