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 to Prepare for Life’s Untimely Events
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]
Yes, I STILL Love This Work!
As I sit here in our NEW Your Philanthropy office space surrounded by boxes needing to be unpacked, it is hard for me to believe this journey started five years ago. And now I’m looking to the next five and what’s next for Your Philanthropy. Today, I looked back and found one of the first blogs that I posted as I was leaving Fourth Partner and launching Your Philanthropy. Over the years it has gro ...[Read More]
How to Write a Legacy Statement – The Most Important Gift You Will Leave Behind
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]