The Blog
Featured
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…
Private Foundations and Donor Advised Funds: 5 Key Comparisons
What are the key differences between donor advised funds and private foundations? Today, there are 86,516 private foundations in the country containing…
Why Don’t We Complete Estate Plans?
A 2016 WealthCounsel survey on estate planning offers some interesting insights on why Americans don’t complete their estate planning. Forty-three percent of Americans don’t have…
8 Generations of Cologne?
Have you ever heard of cologne? Most people would say, “Sure!” But have you ever heard of the Farina family? Farina and…
Donor Advised Funds Tripled in Growth
An October 4, 2018, article by Bloomberg noted that donor advised funds have tripled in growth to more than $85 billion in…
God’s Architect and the Masterpiece of Legacy
Have you heard of God’s architect? His name is Antoni Gaudi, a Spanish born architect who died in 1926. His faith influenced…
Top Charities and Giving Trends of 2018?
Fidelity Charitable is a commercial donor advised fund. Recently, they released their 2018 charitable giving report. The top 20 charities receiving grants…
Father of Kansas City
Today, it’s known as Westport. It’s a place known for attracting a younger set complete with niche restaurants, bars and live music….
Debunking 3 Myths About Legacy
Legacy. It’s a word that holds value. But I’m afraid we’ve let the word take on meaning that doesn’t represent its true state. …
One Key to Succeeding with Your Children
Fair warning: you’ll want to read to the end of this post for the punchline. I’ve always loved the stories of the…