Teaching Selfless Wealth
As a ten-year-old missionary kid in Kenya, Rachel McDonough watched children her same age crawl over garbage piles scrounging for food. That image stayed in her memory for life. Now…
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Creating Meaningful Year-End Plans with Your Clients
Imagine a family sitting around the dinner table as they talk about money. For some, such a picture may raise images of disagreements or avoidance. But as a financial advisor,…
Read MoreBuild a Generosity Culture
So often, when people think about generosity, they start thinking of dollar signs and checks with zeroes. In training your descendants about the full experience of generosity, how can you…
Read MoreGrowing a Generous Family
If you are reading this, you are already in process with thinking about how to create a generous legacy. I use that term intentionally—generous legacy. In our Western culture, we’ve…
Read MoreThe Gift of Celebration
With this wonderful season of joy, generosity, family, and celebration, now is the opportunity to weave lasting wisdom and values into your family gatherings. One of the simplest ways to…
Read MoreA Guide for Charitable Planning
Planning ahead and counting the costs of a plan are essential aspects of any project. Jesus even talked about this, in light of Christian discipleship: “For which of you, intending…
Read More5 Impactful Practices to Include in Your Generosity Journey.
Tidings of Summer & Joy is in full swing, and the countdown to Christmas is on! An exciting part of Christmas each year is finding the perfect gift for the…
Read MoreChallenge the Status Quo of Year End Giving
Christmas: It’s a wonderful time of year, full of generosity, celebration, and family. People gather together, eager to celebrate the birth of Jesus through—in part—the giving of gifts to one…
Read MoreCreating a Family Mission Statement
Stephen Covey, author of The 7 Habits of Highly Effective Families, says, “A family mission statement is a combined unified expression from all family members of what your family is…
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