Values-Based

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5 Oct 2011 | Values-Based | InKnowVision | Article
Families and the Transformative Power of Philanthropy: Part I
Series Mission: To Bring Awareness to Professionals and Families about the Transformational Effect of Philanthropy on the Family Unit

In this first of a series of articles, Gary Shunk of Family Wealth Dynamics and Randy Fox of InKnowVision, LLC explore the potential of employing philanthropy to bring about positive change in families of wealth.  Because of the deep nature of the...
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5 Oct 2011 | Values-Based | InKnowVision | Article
Families and the Transformative Power of Philanthropy Part II:...
Series Mission: To Bring Awareness to Professionals and Families about the Transformational Effect of Philanthropy on the Family Unit

In this second of a series of articles, Gary Shunk of Family Wealth Dynamics and Randy Fox of InKnowVision, LLC continue their exploration of the potential of employing philanthropy to bring about positive change in families of wealth by discussing how to...
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9 Mar 2007 | Values-Based | National Publication | News story
Looking for a Good Movie? Check Out The Ultimate Gift""
PGDC readers may recall a book review we wrote a few years ago about "The Ultimate Gift," a best selling story from author Jim Stovall about a late billionaire who uses some very creative estate planning to construct a series of character-shaping tasks his grandson...
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9 Mar 2005 | Values-Based | National Publication | Article | 4 comments
After the Affluence
Scott Fithian is famous for rocking the boat ... in a good way. As an advisor to advisors, Scott challenges conventional paradigms of client/advisor relationships and has become a national mentor in the art of values-based planning. In "After the Affluence" Scott...
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2 Dec 2004 | Values-Based | National Publication | News story | 1 comments
Recommended Reading: The Ultimate Gift
What would you be willing to do in order to inherit one billion dollars? In this touching novel by Jim Stovall, Jason Stevens is about to find out.
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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

After the Affluence

"The relationship between advisors and wealth holders exists on a continuum from product provider to key technical advisor to most trusted confident..." from Scott Fithian.
"While establishing the "counselling oriented" relationship that Scott Fithian's article addresses is much easier with some high net worth clients..." from C. David Clauss.
"I'm an attorney and a nonprofit consultant in Colorado. One of the many services I offer to clients is Philanthropic Advising. My DIRECT CLIENT is..." from Janet Doolin.
"With all due respect to the author of this article, I have rarely found clients who have obtained significant wealth to be very indecisive on the use..." from Monte Schatz.

Recommended Reading: The Ultimate Gift

"I have given this book to several clients who have thanked me for giving them a refreshed perspective on the distribution of values as well as wealth..." from Michael Lantz.