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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…
How Do Family, Legacy, and Generosity Go Together?
I write often about family, legacy, and generosity. I was having a conversation with a colleague who questioned me about those ideas—how…
How Big Is the Christian Donor Advised Fund World?
There are over 750 community foundations that sponsor donor advised funds around the United States, according to the Council on Foundations. Surprisingly,…
I Got a Letter from Herman the Other Day…
Herman was one of our first clients. He’d had an account with another donor advised fund firm. But he switched to us….
Where Do You Find the Wealth?
Where do you find major donors? I get asked that question a lot. Of course, in many of those cases, people simply…
4 Traits of the Demi-Billionaire
What’s a demi-billionaire, and what does one look like? A demi-billionaire has a net worth of $500 million and up. The 2018…
5 Key Findings on the Charitable Giving of the Wealthy
I received a phone message from a ministry that simply said, “Bill, I’m sure that all your wealthy donors just need to…
A Time to Remember: Frank Mall, Monte Clark, Don Bell, Roger Campbell, Bruce Pfuetze
New beginnings call for remembering roots. Many of you know that we began the Servant Foundation (originally, the Christian Community Foundation in…
A Time to Remember: Frank Brown
New beginnings call for remembering roots. Many of you know that we began the Servant Foundation (originally, the Christian Community Foundation in…
A Time to Remember: Pat Lloyd
New beginnings call for remembering roots. Many of you know that we began the Servant Foundation (originally, the Christian Community Foundation in…