View All (28) Articles Filed Under:  Giving Strategy

Giving As A Family

Problem: Most families fail to carry on their legacy into the second and third generation. For family owned businesses the failure rate is 70% in the second generation. Why? We tend to do a good job of passing on financial capital without passing on the most important capital: social, spiritual  »  Read More

The #1 Mistake Made When Selling A Business

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

Growing A Generous Family

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