Describing Wealth

Describing Wealth

Is it a large pile of money, possessions, or investment portfolios? Our upcoming March speaker, Thayer Willis, describes it this way: “Let’s say the family has a big pile of money and a trail of broken relationships; nobody working or family members doing work that...
Best Birthday Gift

Best Birthday Gift

Guest Post by Cathy Krafve Diamonds. Golf clubs. Pearls. Chocolates. Cowboy boots. What is the best birthday gift you ever received? Until last fall, I would have answered my favorite gift was a pair of black lizard skin boots that my husband gave me years ago. Of...
Giving Traditions Create Family Glue

Giving Traditions Create Family Glue

I just measured the stack of letters from various charities seeking funding that has arrived in the last few weeks, and it’s two inches tall. That’s enough to create a Scrooge moment if there ever was one, but if your style is to tackle the stack and get it done as...

Gift-Giving Advice for Children

I heard a great story last week. A father told me that his young daughter had asked if she could adopt a child in another country and his reply was something like, “Oh honey, the organizations that say they do that are just scams, and the money doesn’t really feed the...
Five Tips for a Better Family Conversation

Five Tips for a Better Family Conversation

“We need to talk to our kids about some of our philanthropy decisions, but we’ve never had those kinds of talks before. It’s all in our will, but we haven’t shared it with them.  I think we’re late, but when is late too late? We don’t know where to start.” You may...