A Timely Resource

A Timely Resource

Recent events have many development professionals scratching their heads with regard to asking for needed funds. With all the media attention being given to the reduced economic activity and diminished wealth, not to mention an unprecedented  health crises, it’s no...
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...
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...
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...
Becoming a Voluntary Philanthropist

Becoming a Voluntary Philanthropist

C.S. Lewis said, “For many of us, the great obstacle to charity lies not in our luxurious living or desire for more money, but in our fear—fear of insecurity.” With that sentiment, Lewis tapped into an instinct that makes us all Involuntary Philanthropists. For better...