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Generosity is a Headache for Darwin Fans
How do generosity and kindness fit with Darwin’s theory that survival is based on having a competitive edge? The values pose a…
Legacy Looks Like Fighting for Family
Our stories don’t always turn out the way we hope they will. When a marriage breaks, fighting for your family, as hard…
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…
What Is a Donor Advised Fund Anyway?
Do you know how a donor advised fund works? Not many people do, though they’ve been around since 1914.
If Jesus Were Your Financial Advisor…
In a meeting with your financial advisor, you might cover portfolio diversity, risk tolerance, etc. But what would Jesus the financial advisor…
Pondering Legacy: My Neighbor’s Final Years
Have you ever wondered about the legacy of your neighbor? I watched one of my neighbors live out his final years down the…