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186% Growth in Giving to Donor Advised Funds.

Donor advised funds have come a long way since the first appearing in the early 1900s.  The New York Community Trust claimed to be one of the first in 1931.  For the longest time, local community foundations tended to have the corner on the market on providing donor advised funds.  Yet from 2008  »  Read More

10 Key Statistics on Family Legacy

When thinking about legacy, succession, inheritance and passing wealth, the reality is often much different than aspirations.  Consider the following statistics on legacy, succession and inheritance: Most wealth transfer fails. 70% of intergenerational wealth-transfer fail Success depends on  »  Read More

The Generous Jesus — Just Fish

The passage goes like this: Soon afterward he went to a town called Nain, and his disciples and a great crowd went with him.  As he drew near to the gate of the town, behold, a man who had died was being carried out, the only son of his mother, and she was a widow, and a considerable crowd from  »  Read More