Values-Based

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Charitable donations typically drop off after a surge at the end of the year.

Both advisors and clients benefit from discussing charitable giving earlier in the year. Here are 10 signs that your clients need help with charitable planning.

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An ever increasing number of high net worth households are wanting their advisors to assist them with the philanthropic conversation. But there is a problem! It is not just the ultra wealthy. We have a chance to use the same methods with many families below the...

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Eric Friedman is an individual donor who has spent several years trying to understand how to maximize the impact of his giving, including traveling to Africa to see his giving in action. He is an actuary and graduated from Stanford University with majors in...

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Research shows that more than half of all clients are dissatisfied with their advisor's ability to understand their personal and philanthropic goals.

During the past ten years many nonprofit organizations have turned over the reins of charitable gift planning to independent professional advisors; however, many advisors have not taken the opportunity to learn about and integrate planned giving into their practices...

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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 Two Hawks Consulting, 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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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 Two Hawks Consulting, LLC continue their exploration of the potential of employing philanthropy to bring about positive change in families of wealth by discussing how...

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Series Mission: To Bring Awareness to Professionals and Families about the Transformational Effect of Philanthropy on the Family Unit

In this third installment from Families and the Transformative Power of Philanthropy, Gary Shunk of Family Wealth Dynamics and Randy Fox of Two Hawks Consulting, LLC continue their exploration of the potential of employing philanthropy to bring...

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9 Mar 2007 | Values-Based | National Publication | News story
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
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
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.