Blog // Category Archives: legacy planning

Sunsetting over a highway focusing into the mountains

Sunsetting a Foundation – Impact

November 15, 2023 | Blog

Second in a series on sunsetting a foundation. There are ripple effects to winding down a foundation; in this installment we explore the impact on NextGen leadership.

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Adult holding a toddler's hand. Family legacy

Is a Legacy Plan only for People with Kids?

May 14, 2019 | Blog

Legacy plan marketing and advisory services tends to focus on heterosexual, married couples, where the wealth is created by one spouse or inherited. So what does legacy mean for those who do not fit that description? This article explores what a legacy looks like when you don’t have children and you created your own wealth.

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black and white calendar

Seasons of Giving – The Philanthropy Planning Cycle

May 13, 2019 | Blog

The most generous distribution of funds is at Christmas time, but philanthropy is more than just the outflow of capital resources. While it is definitely seen as a financial transaction in response to an emotional experience, when we work with our clients, we take a deeper approach to charitable giving. At your philanthropic disposal are four resources – Time, Talent, Treasures and Ties. Throughout the year, you might have more less of these resources at your disposal. Of all of them, only your treasures are renewable, you can’t get time back… so it is important to determine where, when, and how to leverage or invest the other types of capital.

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