Values-Based

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In this article, author Bruce DeBoskey recommends that the integration of philanthropy into the estate plan should be much more than a financial and tax transaction. In fact, he suggests that the possibility for true family transformation exists with the right...

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New author Anthony Glomski makes us aware that there's a new category for giving, that of giving by the tech entrepreneur and that their approaches need to be considered quite differently.

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Author Bruce DeBoskey outlines the primary motivations for giving, helping us understand ourselves and our donors better.
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Finding the right cause and writing a check is just the beginning. Planned Giving 2.0 takes a long-term holistic approach
As life expectancy continues to increase, planners need to re-think how they plan life income gifts for their donors. Using the mortality tables that the IRS allows may not be enough to keep your donors gift safe.
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In support of the Improving Financial Awareness & Financial Literacy Movement & Campaign built around National Financial Literacy Month (April) and six months later during National Estate Planning Awareness Week (3rd week in October) the following...

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Author Bruce DeBoskey provides valuable insights into family conversations about values and philanthropy.
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Bruce DeBoskey continues to explore the link between mission and investment policy.

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10 Feb 2016 | Values-Based | National Publication | Article | 5 comments
Josh Patrick advocates for passing on more than the familys financial assets. Profound thinking and advice.
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The big tribute to good fortune offers a chance to reflect on the growing divide between the haves and have-nots

Bruce DeBoskey provokes our thinking about Thanksgiving, challenging us to quiet introspection about ourselves and those less fortunate.

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Family discussions, both systematic and spontaneous, can help achieve clarity and competence in carrying out the wishes in a trust.

Talking can lead to clarity -- clarity about what we want, what we expect, and what's happening. And it can shed light for gaining consensus as well as the necessary competence.

In Dan Felix's...

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On-Boarding the Trustee
Dan Felix wraps up his series on Successful Trust Administration. Part 3 brings us useful waypoints for onboarding the trustee.
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Foundation in Family Dynamics
Dan Felix bring us part 2 of his series on Successful Trust Administration. Dan always raises interesting questions about things most of us have never considered.
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What is Successful Administration? and Legal Considerations
Contributing author Dan Felix begins a new three part series on successful trust administration. Part I sets the stage by reviewing the various components that contribute to the successful operation of a trust.
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Author Bruce DeBoskey brings evidence that family philanthropy is a key to inter-generational continuity.

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A Few Other Regularly Appearing Polarities in the Trustscape
Part 4 of Dan Felix's Polarity thinking series takes us to less common but important occurences of the subject at hand.
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Contributing author Bruce DeBoskey reflects back on his past five years of writing to highlight his estimation of "best practices" in planned giving.

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Tom Hubler continues and completes his discussion on forgiveness in family business.
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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.

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