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One of the most common patterns I see in philanthropy is not a lack of generosity, but a lack of intention. Many donors give because they are asked. A friend reaches out. A school sends an appeal. A nonprofit shares a compelling story. A fundraiser presents a need. The gift is made with good intentions, but without being mapped back to core values or a longer-term vision for family legacy. Over time, this can lead to fatigue, confusion, and a sense that giving is reactive rat

A values based year-end giving checklist for thoughtful donors. Review your impact, clarify your goals, assess capacity, and build a meaningful philanthropic plan.

I am a fundraiser by day, and I love it. I cannot say enough how grateful I am for my work. I get to partner with incredible, high-achieving, generous donors who support what I believe are the cornerstones of community: education, science, and healthcare. I hit the jackpot. What continues to baffle me, though, is what happens when high-net-worth individuals tell us they are overwhelmed by the number of requests they receive from organizations. You might say, " Well, of course

I’m deeply concerned about the erosion of trust in our world. Research consistently shows that people today are less likely to trust their government, large corporations, elected officials, and even one another. And I fall squarely in this group. I find myself critically questioning and distrusting what I hear in the news to what’s in the food I buy at the grocery store. Only 29 percent of Americans say they believe large corporations have a positive effect on the way things

Most of us would never dream of leaving our money unmanaged. If you are among the 61% of Americans who hold an investment or retirement...

Family: The Heart of Building a Financial Legacy I have three energetic children who inspire me to work hard and be my best. Although it...