The email was short and said, “If you don’t have this, I wanted to send it to you.” Thirty-plus years of memories raced through my mind when I saw the attached picture. It’s a collection of memories that have not faded with time and are relevant to the work I do every day. Two beautiful, smiling friends joined me in the picture. They aren’t just my friends; they have been philanthropy role m ...[Read More]
How Your Role Models Make You a Greater Philanthropist
How to Prepare for Life’s Untimely Events
While sitting at a stoplight, I answered a phone call expecting one voice but hearing another. The voice I expected was the founder of a family foundation that I had worked with for several years. We had been preparing for a meeting two weeks away. The voice I heard delivered sad news. On the second hole at the golf course with one of his best friends, David (names have been changed to prote ...[Read More]
How Family Giving Adds Joy to the Holidays
Will the next generation give as much as their grandparents and parents? And which generation is “the next generation”? Well, of course, the answer is relative. Every generation wonders about the one that follows. Baby Boomers have been wondering about Generation X, and they are now both wondering about the Millennials. Holidays are the perfect time to learn how your children and grandchildren an ...[Read More]
Tips for All-Important Family Conversations
A friend shared that he planned to have a conversation very soon with his wife about some of the finer details of their financial situation. He described it as getting a meeting on their calendar. The need for such an appointment came just weeks after several unexpected and sudden family losses. The reminder to keep family members updated about financial information comes to us at the worst times. ...[Read More]