Family Giving

How Family Giving Adds Joy to the Holidays

joy of giving

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

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]

How to Be the Unique Giver You Were Designed to Be

Unique Giver

I have a friend who loves to go to party fundraisers. Her husband finds a buddy to talk with while she dances from one group to another because she loves people and doesn’t want to miss a single friend. And for her, it’s all the more enjoyable because she can have so much fun while supporting an important cause. I met with a woman who unexpectedly inherited a large sum of money from a ...[Read More]

How to Write a Legacy Statement – The Most Important Gift You Will Leave Behind

legacy

Tiny stacks of 35-millimeter slides covered the dining room table. One by one I passed them through the slide viewer. The story of my parents’ earliest years together unfolded from Okinawa to North Carolina to Colorado and Texas. Pictures are only part of the story.   Several years ago, dad sent me a handwritten letter, more like a long list of notes that wind through place and time. That’s anothe ...[Read More]

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