Shaping a Legacy Plan and Working with Your Advisors to Achieve It

Posted on May 15, 2008 by Tracy Gary

Families who think thoughtfully about what they want to achieve with their wealth - either through their foundation, their personal giving or both - and who communicate that clearly to their advisors, will have more success in seeing their legacy fulfilled. Unless you develop a plan and share your vision, your financial advisors may advise you to follow a conservative giving plan that doesn't take into account your capacity to give or desire to go beyond just preserving wealth… Read More

What Donors Want

Posted on February 8, 2007 by Deanne Stone, Jan McElwee, Shirley Fredricks

With the creation of new family foundations, donor-advised funds, and supporting organizations still flourishing, many advisors to today’s donors (and often donors themselves) wonder, ‘What kind of information/ assistance/ inspiration/ support do new founding donors want these days?’ Advisors benefit from knowing what the concerns of new donors are, and new donors benefit from understanding what other donors are seeking… Read More

The Practices of Effective Families

Posted on January 12, 2006 by Charles W. Collier

In this interactive session, Charles W. Collier, the senior philanthropic advisor at Harvard University, explored and discussed seven practices of effective families through the lens of family systems theory. He also provided fresh insights on developing the four basic components that comprise true family wealth: human, intellectual, social, and financial capital… Read More

Family Foundations: High Risk, High Reward

Posted on July 29, 1999 by Paul Ylvisaker

Foundations are a remarkable human invention. They provide private persons a free-wheeling opportunity to be socially and publicly influential. Without having to meet the tests either of the market or the ballot box, private persons can independently determine what the needs of society are and how best to go about meeting them… Read More