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Recent Posts

• Estate gifts “gone bad”

  Posted on Friday November 6th, 2009 at 11:20 in charity, philanthropy, estate planning, giving, legacy, timing, gifting, cautionary tale, legacy planning, settling an estate, tax deductibility, estate gifts gone bad

  I’ve posted the story of a major bequest that came to the brink of becoming worthless–or worse than worthless–to the recipients. I imagine it’s a cautionary tale that many of us should pay attention to. Check it out on the Str...

• DAFs v. Private Foundations

  Posted on Wednesday November 4th, 2009 at 22:15 in charity, Privacy, philanthropy, estate planning, anonymity, giving, structures, private foundations, legacy planning, corporate forms, public foundations, dafs

  I described the technical differences between donor-advised funds (DAFs) and private foundations back in June of 2007. Frankly, at the time, I saw no compelling reason seriously to consider creating a DAF. Following the FoundationWiseSM conference, h...

• Training the next generation for generosity

  Posted on Tuesday November 3rd, 2009 at 22:13 in success, goals, purpose, values, family relationships, family meeting, legacy planning, family governance

  I had the privilege of attending the first FoundationWiseSM conference at Focus on the Family the week before last. FoundationWiseSM is meant to help people who “own” and operate private foundations to do a better job. As I looked at the ...

• Strategic Inheritance Legacy Lounge forum “open for business”

  Posted on Wednesday October 28th, 2009 at 21:08 in news, kids, community, discussion, forums, estate planning, legacy, inheritance, heritage, legacy planning

  I will confess: I’ve been dragging my feet. Not sure why. But I had to overcome the hurdle. I have finally “turned on” the Strategic Inheritance Legacy Lounge forum and invite you to join what I hope will soon be a freewheeling and...

• Advanced giving strategies: getting tax deductions worth as much or more than your gift

  Posted on Tuesday October 20th, 2009 at 18:25 in real estate, charity, philanthropy, taxes, giving, charitable giving, heritage, charitable donations, counsel, tax planning, tax deductions, tangible personal property

  I mentioned I was able to participate in a meeting with about a dozen fairly high-end charitable givers. Our host at the meeting told us about a giving strategy that he and his family have begun pursuing in the last few years, a strategy that can ...

• The need for philanthropic peer counsel and mastermind groups

  Posted on Tuesday October 13th, 2009 at 10:40 in questions, success, philanthropy, estate planning, advisors, counsel, mentorship, peer counseling, philanthropic mastermind groups, stages in giving

  A couple of weeks ago I received a phone call from a Generous Giving consultant. I was invited to join a group of 11 men who were going to visit the founder of a $2 billion company to talk about his and our philosophies and practices of giving . . . ...

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