Values-Based

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Trusts often face various stresses. An outside trustee may help alleviate many of the common issues trustees are unable to resolve.
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Josh Patrick interviews Randy Fox on the Business Sustainability Radio Show.

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Todd Fithian explores the "values" conversation in this recent interview. The realization that understanding the alignment between family values and family philanthropy is of major importance as we work with donor families.

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Author Bruce DeBoskey reaffirms the importance of the philanthropic conversation for professional advisors.
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A deeper dive into understanding donor families and their values.

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27 Jan 2015 | Values-Based | National Publication, Gary Shunk | Article | 1 comments

This interview with Gary Shunk describes "Entitlement" and offers solutions for addressing the issue including the use of family philanthropy

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Dan Felix and I discuss the role of the trustee and point out some of the pitfalls as well as some of the benefits of various selections.

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Todd Fithian explores the origins and importance of "above the line" client conversations; what they are and why they are important for advisors and planned giving officers everywhere.

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A new and very different approach for selecting a trustee presented by Dan Felix.

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More and more emphasis is being placed on giving thought before giving money. Author Bruce DeBoskey provides specific ideas on how to give more effectively.

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Contributing author Bryan Clontz takes a closer look at the non financial benefits of philanthropy and provides insight into an approach that advisors should consider when discussing philanthropy with their clients.

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New contributing author Deborah Goldstein challenges us to elevate our giving during the holiday season and to think about its impact on others and ourselves.

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I was motivated to reach out to Mike Norton after listening to the book he recently co-authored with Elizabeth Dunn,...

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In this fascinating article, new author Bruce DeBoskey delves into the issues of family legacy and the inter-generational transfer of values.

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It's more common than you think and not a practice of just the ultrawealthy

Randy Fox interviews Gary Shunk in CEG Elite Advisor. This article discusses introducing an independent facilitator to the family retreat process.

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Randy Fox interviews Gary Shunk

In this first in a series, Randy Fox interviews Gary Shunk of Family Wealth Dynamics about how family communications often stall the philanthropic process and explores methodologies to resolve these issues.

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Parables for Radically Rethinking Your Philanthropy

In the final section of the series Steven Meyers continues on the path of personalized philanthropy and asks us to consider its impact and effectiveness. He clearly raises our awareness and sharpens our thinking with this interesting paradigm.

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Before buying a car, any informed buyer, even though he may be a very experienced driver, will insist on a test drive. Trusts are a different story. Even though they may be many times more valuable than a car in economic terms, they just land in our laps or fall on...

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Parables for Radically Rethinking Your Philanthropy

In Part 5 of his 6 part series, Steve Meyers points out that financial sophistication and savvy don't necessarily mean philanthropic knowledge. How do you empower the new, passionate donor?

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Parables for Radically Rethinking Your Philanthropy

In Part 4 of his series, Steve Meyers explains the concept of "umbrella" gift agreements and virtual endowments and demonstrates the applicability to various age groups.

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Define: Values-Based

Values-based financial and estate planning refers to that component of an individual's financial and estate plan that incorporates the personal values they possess. In the context of charitable gift planning, whereas traditional estate planning desires to minimize wealth transfer taxes and maximize the financial value of assets passing to heirs, values-based planning attempts to maximize the financial, social, and spiritual value of assets: financially, by reducing taxes and increasing cash flow; socially, by earmarking principal to fulfill a social need; and spiritually by knowing the estate-owner has done something with their estate that reflects their own individuality, humanity, and personal values.

Recent activity

Randy Fox Interviews Todd Fithian on Values

Randy Fox Interviews Gary Shunk on the Issue of Entitlement

Randy Fox interviews Mike Norton, Harvard Business School professor and author

Success with Your Successor Trustee

After the Affluence

Recommended Reading: The Ultimate Gift