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An Idea To Improve Your Retirement Years

An Idea To Improve Your Retirement Years

Folks at or near retirement often are at a reflective stage in their life. By this time, personal finances are typically well defined and what to do with their remaining years starts to enter their thinking. Many, now having time, talent, and treasure look to move...

When Will You Develop Your Legacy

When Will You Develop Your Legacy

There is a lot of interest these days in financial planning circles about Legacy. This may be the result of the county’s aging demographic and the fact that the greatest wealth transfer in history will soon be taking place as the current generation passes on. Clients...

Day 1 Benefit Dinner Honoring the Legacy of Joan and Bill Law

Day 1 Benefit Dinner Honoring the Legacy of Joan and Bill Law

It was a privilege to speak at the Day 1 Benefit Dinner honoring the Legacy of Joan and Bill Law. They were a pleasure to know and to work with. Gracious,  generous, low key and effective, they epitomized success while serving others. Supportive of their family,...

Our Quest For Significance

Our Quest For Significance

Each of us, through our contributions as volunteers and benefactors, holds the power to change the course of society for the better. We can leave our mark on this world with the time and resources that we dedicate to others. That is what becomes our legacy. The...

How Can Your Nonprofit Startup Attract Donors?

How Can Your Nonprofit Startup Attract Donors?

Starting a nonprofit is no different than starting a for-profit business. There are thousands that spring up each year, and unfortunately, thousands more that go under within their first few years of existence. The reality is, even the best causes aren’t enough to...

Be the Quarterback of your Legacy

Be the Quarterback of your Legacy

With football season underway, I’ve been thinking a lot about the parallels between the sport and retirement, specifically legacy building. In today’s game, there’s no quarterback with a greater legacy than Tom Brady. Forgive me, Falcons fans, but it’s true, and we...

Keeping Up to Date on Your Giving Capacity

Keeping Up to Date on Your Giving Capacity

I’ve said it before and I’ll keep saying it because I know it to be unambiguously true, and because I think potential donors always need to hear it: when we know we can do more to make an impact, we want to do more. But, how do we figure that out? It starts with...

The Challenges of Being a Grandparent

The Challenges of Being a Grandparent

If you’re lucky enough to have been blessed with grandchildren, you know how much of a joy they can be in your life. In retirement, being involved in the lives of your grandchildren can be an uplifting role that fills us with a renewed purpose while we work through a...

Living with a Mentality of Abundance

Living with a Mentality of Abundance

Life is rarely a zero-sum game. On the contrary, humanity has been able to ascend as a species by being able to cooperate more effectively than any other mammal. Yet, it seems to make intuitive sense that if someone else is winning, we lose. Resources after all,...

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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?