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Giving Thanks

Giving Thanks

Thanksgiving is past and Christmas is not far away. Black Friday, Cyber Monday and Giving Tuesday have also passed. It has become a time of year when a lot of organizations are asking me for money. Most of what the merchants are offering are not in my size nor do they...

A Mentality of Abundance

A Mentality of Abundance

Some people live with a mentality of scarcity and some with a mentality of abundance. Some think of charitable giving as taking a piece of their pie and giving it away so less pie remains for them and their family. But charitable giving is more like inflating a...

Showing Appreciation

Showing Appreciation

When I was chair of our church’s endowment fund, we instituted a successful program of thanking our planned giving donors. In addition to the usual written and telephone thank you, we held an event every year for the legacy society. I referred to it as our “report to...

Intelligent Planned Giving

Intelligent Planned Giving

Michael Rosen, in his forward to the book, Donor-Centered Planned Gift Marketing, refers to planned gifts as the major gifts of the middle class.  The point being, that no donor or charity is too small to not be involved in planned giving. Planting a tree under which...

Endowment Growth More Important Than Ever

Endowment Growth More Important Than Ever

Recently, articles have appeared that review the results of charitable giving for 2018. The results are in and they are not encouraging. Individual giving as a percentage of household income is not improving, and in many cases shows a small decrease. The biggest...

A Missed Opportunity

A Missed Opportunity

Recently, I attended a dinner in support of a charity. A board member who was seated next to me, asked me the question, “Do you offer family meetings? I am concerned about what the next generation is going to do with their inheritance and I want to share with them...

Government Threatens Charity

Government Threatens Charity

Recently, the Secretary of Education announced the proposed end to government funding of the Special Olympics program. This was soon reversed by the President and funding will continue for now.  From time to time, other charities that receive government funding are...

Your Income Tax Bill Shouldn’t Come As A Surprise

Your Income Tax Bill Shouldn’t Come As A Surprise

I’m seeing plenty of articles and even hearing casually, at various gatherings, that many folks are being surprised this year by the income taxes they will be owing. I consider this an unnecessary surprise. While its true that a tax law was enacted that affected 2018...

Vacation Homes & Uninterested Heirs

Vacation Homes & Uninterested Heirs

With the end-of-year holidays just past, many can look back on time with family filled with fond memories. Some of those memories may have been generated at family vacation homes that have been enjoyed by several generations of the same family getting together for...

My Christmas Message to You

My Christmas Message to You

The Christmas holiday season is a wonderful time of year for me. Great memories, beautiful music, plays, concerts and light shows, as well good times shared with friends and family, good tidings, all contribute to this special of season . I realize , though, that it...

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How Do we shape our legacy?

Start by answering one simple question:

Why?

Find Your Why

Keep In Touch

Join Patrick’s email list to receive updates, legacy planning tips and more!

  • This field is for validation purposes and should be left unchanged.

How do we shape our legacy?

Start by answering one simple question: why?