Values-Based

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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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23 Jun 2015 | Values-Based | National Publication, Thomas M. Hubler | Article | 1 comments
Tom Hubler continues his examination on emotions in family businesses. His thoughts on forgiveness continue here.
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4 Jun 2015 | Values-Based | National Publication, Thomas M. Hubler | Article | 2 comments
A family business advisor shares his personal story

Author Tom Hubler continues his exploration of emotions in business, this time examining "Gratitude".

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The Core Polarity in the Trustscape: Balancing the Trust Creator's Wishes and the Needs of the Beneficiaries
Dan Felix continues his exploration of "polarity thinking" as it applies to trusts. This installment discusses the need to balance the beneficiaries' needs with the grantor's wishes.
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A Brief Introduction to Polarity Thinking
Contributing author Dan Felix broaches the new topic of Polarity Thinking and applies it to the trust environment. As you'll see, it will certainly open the eyes of charitable trustees as well.
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Tom Hubler continues his fascinating series on emotions in the family business by focusing on gratitude.
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Tom Hubler continues his series on emotions in family business, by focusing on compassion.
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Thomas Hubler discusses how forgiveness can better your family business and our world.

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Randy Fox interviews Rod Zeeb
Rod Zeeb previews his Advisors in Philanthropy talk on how to "create" philanthropists within the family by offering a new and different conversation about giving.
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More and more, donors are seeking to align their investing values with their giving intent. Contributing author Bruce DeBoskey explores the merits and methods of impact investing.
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In this interview with Gary Shunk, we discuss the power of forgiveness and how forgiveness allows individuals and families to move forward with their philanthropy and with their lives.

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Combining Barbara Hauser's legal background and Gary Shunk's family facilitation experience yields an insightful article into the privileged family. Dealing with issues of entitlement and childrens' rights as well as their expectations has been given deft analysis...
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The benefits of connecting with gift planners across time include a richer sense of self and mission.  Read on to learn why Gift Planning History.org was created and what it is about.

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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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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

Program-Related Investments a key tool for impact investors

Forgiveness as an Intervention in Family-Owned Business: A New Beginning, Part 1 of 2

The Business of Gratitude - Part One

Randy Fox Interviews Gary Shunk on Forgiveness

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