Scott (not his real name) came up to me at an event recently. He was excited when he told me somewhat breathlessly, “I just sold my business, and I’m ready to start giving.” While I smiled outwardly, I didn’t have the heart to tell Scott that he had just missed a huge opportunity to » Read More
If you are reading this, you are already in process with thinking about how to create a generous legacy. I use that term intentionally – generous legacy. In our western culture, we’ve tended to focus on pre-transition planning. This is the work of estate planners, financial planners, and » Read More
It’s October, but it is year end tax season. I work with people all across the country. Each year, we see people set up donor advised funds in the month of December. In fact, we’ll see 50% of our activity take place in the month of December. While it’s a good thing that we have that kind of activity, it’s also a lesson for those planning now.