There are three key stewardship questions that every family of wealth must answer in order to maximize their lifetime giving: (1) How much is enough for us? (2) How much is enough for our heirs? (3) What are we going [...]
When is a Gift Really a Gift? It’s a rather curious question. If you ask the IRS, they would say when the post office postmarks the envelope. If you ask a ministry, they would say when a gift actually becomes [...]
One of the biggest challenges for wealthy families is determining the best places for their charitable dollars to go. According to the NCCS, there are currently over 1.5 million nonprofit organizations in the United States. With so many to choose [...]