Family Engagement

The Secret to Families that Retain Their Wealth? Values
What You Can Do to Tackle Social Injustice
Lending a Hand from Afar
Life Is Uncertain, Your Estate Plan Shouldn’t Be
Are Your Heirs Knowledgeable?
Finding Commonality through a Crisis
Longevity and Legacy: Maintaining Relationships in the Age of Social Distancing
Philanthropy in Motion

Philanthropy in Motion

by Anne Bucciarelli
At this time of the year, families pause their busy lives and gather together to reflect on their many blessings. It’s also a time when thoughts of charitable giving are front of mind, and many make year-end donations. The holiday season offers an opportunity to not only reflect on how you’ve given in the past but to create a plan to drive your gifts going forward. As you gather with family or sit around the Thanksgiving table this year, take the opportunity to engage your heirs and discuss values and philanthropic interests. So when Giving Tuesday arrives on December 3, everyone can be involved in giving back.

Family Engagement, Philanthropy, Women & Wealth

Likes 0
Are Your Heirs Engaged?
Are Your Heirs Prepared?
Stocks, Mutual Funds, or ETFs —Uh?
Back to a top