Philanthropy, Heirs & Values

Philanthropy, Heirs & Values PDF Author: Roy Williams
Publisher: Author's Choice Publishing
ISBN: 9781931741514
Category : Charities
Languages : en
Pages : 186

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Book Description
Review: ...right on target! This book proves that philanthropy is an incredible teaching tool for your family once you know how to apply its power.

Philanthropy, Heirs & Values

Philanthropy, Heirs & Values PDF Author: Roy Williams
Publisher: Author's Choice Publishing
ISBN: 9781931741514
Category : Charities
Languages : en
Pages : 186

Get Book Here

Book Description
Review: ...right on target! This book proves that philanthropy is an incredible teaching tool for your family once you know how to apply its power.

Preparing Heirs

Preparing Heirs PDF Author: Roy Orville Williams
Publisher: Author's Choice Publishing
ISBN: 9781931741316
Category : Business & Economics
Languages : en
Pages : 208

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Book Description
Preparing Heirs discloses the surprising findings from the authors' research into the legacies of 3,250 wealthy families. With extraordinary insight, they reveal what the relatively small number of successful families had in common-how they achieved and maintained family harmony, and ensured the smooth transition of their wealth to well-adjusted heirs. They also warn of the wide range of factors that cause the majority of wealthy families to fail in their transition. Preparing Heirs offers clear, concise, well-organized, and easy-to-follow instructions that will enable you to evaluate your plan for transitioning family wealth. Preparing Heirs is an assessment tool that can be used in conjunction with the services of qualified professionals such as attorneys and accountants. It addresses the major causes for the 70% failure rate in estate transitions, which lie within the family itself and are within the family's control. This book can help you develop a plan to transmit the family values underlying the accumulation of wealth and prepare your heirs to be good stewards and thoughtful administrators of that wealth.

Wealth in Families

Wealth in Families PDF Author: Charles W. Collier
Publisher:
ISBN:
Category : Charitable giving
Languages : en
Pages : 127

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Book Description


A Spectrum of Legacies

A Spectrum of Legacies PDF Author: Mark Weber
Publisher:
ISBN: 9780999090725
Category :
Languages : en
Pages :

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Book Description
Studies show that--despite the best intentions--most wealth transfers from parents to children fail due to poor communication and a lack of trust among family members. In A Spectrum of Legacies, Mark Weber explains how to prepare children to be responsible heirs and use charitable giving as a means of passing values to children. Weber provides insights and numerous worksheets and letters that enable readers to craft their own unique legacies. Case studies and straightforward language make this book an accessible and valuable tool for individuals who want to:?Prepare heirs to use an inheritance wisely.?Develop closer ties with and among their children.?Create lifetime giving plans that demonstrate their values to their children.?Determine how best to make charitable bequests to the organizations they value.

The Givers

The Givers PDF Author: David Callahan
Publisher: Knopf
ISBN: 1101947055
Category : Biography & Autobiography
Languages : en
Pages : 353

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Book Description
An inside look at the secretive world of elite philanthropists--and how they're quietly wielding ever more power to shape American life in ways both good and bad. While media attention focuses on famous philanthropists such as Bill Gates and Charles Koch, thousands of donors are at work below the radar promoting a wide range of causes. David Callahan charts the rise of these new power players and the ways they are converting the fortunes of a second Gilded Age into influence. He shows how this elite works behind the scenes on education, the environment, science, LGBT rights, and many other issues--with deep impact on government policy. Above all, he shows that the influence of the Givers is only just beginning, as new waves of billionaires like Mark Zuckerberg turn to philanthropy. Based on extensive research and interviews with countless donors and policy experts, this is not a brief for or against the Givers, but a fascinating investigation of a power shift in American society that has implications for us all.

Give Smart

Give Smart PDF Author: Thomas J Tierney
Publisher: PublicAffairs
ISBN: 1586489895
Category : Social Science
Languages : en
Pages : 272

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Book Description
A decade ago, Thomas J. Tierney left Bain & Company to cofound The Bridgespan Group, a nonprofit focused on helping donors and nonprofit leaders to develop and execute strategies to accelerate social change. In Give Smart, Tierney pools his hands-on knowledge with Duke professor Joel L. Fleishman's expertise to create a much-needed primer for philanthropists and the nonprofit organizations they support. Drawing from personal experiences, research spanning twentieth- and twenty-first-century philanthropy, contemporary interviews, and Bridgespan's extensive field work, Give Smart presents the definitive guide to engaged philanthropy.

WHAT YOUR MONEY MEANS

WHAT YOUR MONEY MEANS PDF Author: FRANK J. HANNA
Publisher:
ISBN: 9781942611943
Category :
Languages : en
Pages :

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Book Description
Countless books tell you how to make money: only this one turns to the wisdom of the ages to illuminate for you the reasons you have money in the first place, and the role money is meant to play in your life and in the lives of others. Here, American entrepreneur and philanthropist Frank Hanna introduces you to a lean, no-nonsense explanation of t.

For Love and Money

For Love and Money PDF Author: Roy Orville Williams
Publisher: Robert Reed Pub
ISBN: 9781880710012
Category : Business & Economics
Languages : en
Pages : 230

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Book Description
There are few books available to prepare parents who want to raise children who are able to receive money and use it responsibly. The old ways of transferring assets to children and grandchildren-which rely solely on legal and tax advice-are not working. A whole new way of looking at this challenge is necessary. For Love & Money introduces a new paradigm, which the author calls the Integrated Wealth Transfer Process. This process is explained in detail in an easy to understand way that will enable families to learn how to discuss sensitive subjects openly and honestly, thereby reaching mutual consensus regarding the family mission and the management of family assets. Also included are two useful appendices: Succession Instruments and Recommended Additional Reading. Roy O. Williams is a recognized authority in the field of family coaching, and all of the information in this book was gathered during his work with families over the past thirty years.

Your Meaning Legacy

Your Meaning Legacy PDF Author: Laura A. Roser
Publisher:
ISBN: 9780999779217
Category : Ethics
Languages : en
Pages : 230

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Book Description
Estate planning traditionally focuses on your financial assets--your stuff. But what about your other assets? Such as your wisdom, values, beliefs, and experiences. These are essential to pass on as well. In Your Meaning Legacy, non-financial estate planning expert Laura A. Roser, reveals a step-by-step approach to cultivating, capturing and passing on what matters most. From the author: Several years ago, I met with a financial advisor who hooked me with the line, "We have a process to help you pass on your wisdom and principles to your children." Unfortunately, the line was just a ploy to sell me a life insurance policy. But the thought suck in my head: How would one go about passing on wisdom and principles to their children? And on a grander scale: How would one go about cultivating and passing on a legacy of excellence? My team and I spent the next several years coming up with answers to these questions. On our quest, we interviewed some of the best and brightest about legacy development and the inner workings of non-financial success--the list included influential CEOs, millionaires, celebrities, religious leaders, storytelling experts, top artists, innovative thinkers, philanthropists, family dynamics specialists, and more. And what we discovered is that there are seven key components to cultivating a meaningful legacy. These components must be "packaged up" correctly in order to share them with your loved ones, otherwise what gets left behind is accidental. My book, Your Meaning Legacy, documents a step-by-step approach to defining your non-financial assets and packaging them up as a great gift for those you love. Among other things, you will learn: How to clarify your legacy vision to create more fulfillment and purpose in life. Ways to improve family communication and create joint goals. Why a child's understanding of their past leads to higher levels of self-esteem, loyalty to the family, and independence. How to avoid regrets--you will not reach the end of your life and wonder why you didn't express your love before it was too late. Strategies to capture your knowledge to pass on to loved ones so that they have an "instruction manual" from you outlining lessons you've learned, what you believe in, and how you have done practical things (such as manage money or grow your business). How to build a legacy to be remembered for, providing hope, a sense of pride, and inspiration for future generations. Which components are essential to create a tangible record of your life that will be treasured and not fade over time, as memories tend to do. Why your giving personality may be the key to more meaningful philanthropic endeavors. And much more. This instructional book has dramatically changed the way I think about my impact on others and my purpose in life. I certainly hope it helps you in creating more meaningful connections and packaging up the best parts of yourself to be passed on to your loved ones. Everyone has a unique legacy to leave behind. I wish you luck on your journey. All the best, Laura Roser

Generation Impact

Generation Impact PDF Author: Sharna Goldseker
Publisher: John Wiley & Sons
ISBN: 1119422817
Category : Business & Economics
Languages : en
Pages : 336

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Book Description
An insider’s guide to the coming philanthropic revolution Meet the next generation of big donors—the Gen X and Millennial philanthropists who will be the most significant donors ever and will shape our world in profound ways. Hear them describe their ambitious plans to revolutionize giving so it achieves greater impact. And learn how to help them succeed in a world that needs smart, effective donors now more than ever. As “next gen donors” step into their philanthropic roles, they have not only unprecedented financial resources, but also big ideas for how to wield their financial power. They want to disrupt the traditional world of charitable giving, and they want to do so now, not after they retire to a life of philanthropic leisure. Generation Impact pulls back the curtain on these rising leaders and their “Impact Revolution,” offering both extensive firsthand accounts and expert analysis of the hands-on, boundary-pushing, unconventional strategies next gen donors are beginning to pursue. This fascinating book also shows another side of the donors in Generation Impact: they want to respect the past even as they transform the future. They are determined to honor the philanthropic legacies and values they’ve inherited by making big giving more effective than ever before. If they succeed, they can make historic progress on causes from education to the environment, from human rights to health care. Based on years of research and close engagement with next gen donors, Generation Impact offers a unique profile of the new faces of philanthropy. Find out, directly from them: How they want to revolutionize giving to expand its positive impact on our lives and our communities. Which causes interest them, how they want to engage with those causes … and, perhaps more important, how they do not want to engage. Which new tools and strategies for change excite them most. What they are learning from previous generations, and what they want to bring to their work alongside those generations. How we can all ensure their historic potential is channeled in ways that make our world better. The Impact Revolution will be messy, but it could also result in solutions for some of our most persistent problems. Generation Impact offers targeted, practical advice to parents, families, and their advisors, as well as nonprofit professionals—those who work closest with these next gen donors—on how to engage, nurture, and encourage them as they reshape major giving and make their mark on history. Help them channel their enthusiasm—and their wealth—to make the most positive difference in a world with such great need.