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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…
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…
Solomon’s Legacy: Good or Bad?
What first comes to mind when you think of King Solomon, who succeeded David as ruler of the kingdom of Israel? Is…
Legacy for Those Without Children
Legacy is not dependent upon having children. Legacy is just as important for those who are single and for those who are…
Prepare Your Family to Receive Assets
I’ve heard it said many times now and in various ways, but the principle is the same: we should prepare our families…
A Ruined Legacy Can Be Redeemed
Sometimes I hear from families that their legacy is messed up. Whether through children who’ve gone astray, broken marriages, or failed businesses—they…
Are You Planning for Generations?
It used to be that as a financial advisor you were doing great if you worked with your client, planned a good…
Defining a Life Well Lived—Everyday Legacy
A study on leaving a legacy found most people evaluate a life well lived in terms of loving relationships and social impact…
Solve Poverty? First Understand the Poor
How well do nonprofits understand the poor they’re trying to help? And how well do they preserve dignity while offering that help?…
The World’s Richest People and A Little Wisdom on Wealth
Money’s a funny thing. Most people spend their lives wishing they had it as they toil away at their jobs. We worry…
A Brief History of Nonprofit Fundraising in the U.S.
In the United States, we accept the current state of the nonprofit fundraising world—lots of nonprofit organizations and lots of fundraising requests….