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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…
What Happened to the Giving Pledge?
The Giving Pledge. Bill Gates and Warren Buffett made it famous ten years ago. Many people thought the pledge would inspire a…
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….
How to Teach Generosity to Your Children
Every parent is in the business of transferring values to their children, whether they’ve thought a lot about it or not. Children…
5 Trends to Watch in Family Foundations
For many in the philanthropy world, private family foundations are an assumed part of life. But they didn’t always occupy such a…
Charitable Giving on the Way Down in 2019?
Philanthropy experts predicted that the Tax Cuts and Jobs Act of 2017 would cause a big drop in charitable giving. The Indiana…
The Legacy of Faithfully Doing the Next Thing
Frank will tell you that he never had a strategic plan. He just always did what God put in front of him….
Wealth Transfer Rises to $68 Trillion!
The U.S. wealth transfer number has gone up. As recently as early fall of 2018, the going number for the Great Wealth…
Empathy Carries More Weight Than A Big Brand
What do wealthy and even super-wealthy clients look for in an advisor? An institutional brand with a deep bench? Merrill Lynch? BNY…
A Lifetime of Stories, One Seat Over
You never know who you’ll end up sitting next to when you fly. But whether you think about it or not, your…
Seven Key Mistakes Wealthy People Make
Sometimes we hear of those with wealth and it’s hard to imagine them making a mistake. But Simone Foxman of Bloomberg surveyed family…