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 Strategic Inheritance forums . . . and join the conversation! Related posts Charitable Giving: An Issue of Timing (0) Will [...]

DAFs v. Private Foundations
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, however, I’m seeing more reasons than I did back then to consider this alternative. To recall the few reasons I mentioned [...]

DAFs v. Private Foundations
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, however, I’m seeing more reasons than I did back then to consider this alternative. To recall the few reasons I mentioned [...]

Training the next generation for generosity
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 various workshops available for participants, it seemed to me that there were to primary tracks: one [...]

Strategic Inheritance Legacy Lounge forum “open for business”
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 inspirational discussion of all things related to passing on a heritage from [...]