Making Space at The Table: Welcoming New Voices to Your Family Giving

Posted on July 12, 2018 by Katy Rees, Joel Luedtke, Justin Maxson, Michael Brunker, Valerie Jacobs Hapke, Katie Scott

There are so many ways to welcome new voices into your family giving to enhance your own giving and family impact. Having others engaged can enhance diversity, inclusion, help your own family, and introduce new ideas and perspectives for impact. Hear from families who have found creative ways to engage non-family board members, the next generation, and community input. Leave… Read More

Family Culture: Creating a Resilient Family Tree

Posted on June 4, 2018 by Jamie Forbes, Kelly D. Nowlin

Family connectedness, not money, has the greatest influence on multi-generational family continuity. But when many think about legacy, it’s often in the context of multi-generational financial wealth. Money, though, masks what people are really interested in passing to future generations of their family. Instead of being the primary focus, financial assets should be viewed as an enabler to the bigger… Read More