legacy

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Your Vision of Success Is Missing This Vital Ingredient

2018-04-20T17:23:51+00:00

How do you define success? Ask 10 different people this question and you’re likely to get 10 different definitions. The typical dictionary definition characterizes success as “an accomplishment of a goal or purpose.” While this is true, by necessity it leaves out details individuals like you and me associate with a successful life. The missing ingredient [...]

Your Vision of Success Is Missing This Vital Ingredient 2018-04-20T17:23:51+00:00

Donor Advised Fund Sponsorship vs. Stewardship: Two Very Different Things

2018-03-14T17:14:17+00:00

As you may already know, a donor advised fund is a charitable giving vehicle sponsored by a public charity. When you establish a donor advised fund with us, we become the public charity that sponsors your fund.  You recommend the grants and we make them on your behalf to the charities you choose to support. But [...]

Donor Advised Fund Sponsorship vs. Stewardship: Two Very Different Things 2018-03-14T17:14:17+00:00

Are Your Kids Suffering from Too Well Off Syndrome?

2018-02-28T19:06:53+00:00

Are your kids suffering from too well off syndrome?  If so, how do you turn things around? You, like so many successful individuals, have a nagging concern about teaching your children and grandchildren the mindset and skills to handle the challenges that come with inherited wealth. Simply growing up watching you make sound financial decisions isn’t [...]

Are Your Kids Suffering from Too Well Off Syndrome? 2018-02-28T19:06:53+00:00

What Makes Us Independent and Why It Matters

2018-01-03T15:23:25+00:00

When we read about independence, we associate it with qualities like “free from the influence, guidance, or control of another or others; self reliant”. True independence was woven into our fabric when we first became involved with donor advised funds over 30 years ago. It’s one of our top priorities. Independence Means Freedom from Outside Influences [...]

What Makes Us Independent and Why It Matters 2018-01-03T15:23:25+00:00

Closing the Generational Gap with Family Philanthropy

2017-12-19T18:07:38+00:00

A report published in 2012 by Pew Research Center shows that fully 50% of successful individuals worry that their children, or other heirs, do not have the proper financial skills to handle inherited wealth. If half are concerned about this, it’s likely that the other half should be. In 1877, when Cornelius Vanderbilt died, he was [...]

Closing the Generational Gap with Family Philanthropy 2017-12-19T18:07:38+00:00