Tag: values
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Navigating a Generational Transfer of Values
Some parents see family philanthropy as a way to ensure family values are carried forward, but the next generation may feel it’s simply an obligation. Patrick Fletcher is a Senior Planner in the Wealth Planning Group at D.A. Davidson. He has witnessed this kind of disconnect in families. With tools and training from the Chartered > Continue Reading
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Your Giving Journey Doesn’t Have To Be A Solo Trip
Giving back to your community is an opportunity to live your values, but it can be difficult to figure out where to begin. The good news is that you don’t have to do it alone. As a community foundation, GTCF advises many different donors and funders, each with their own vision, values, and goals. They > Continue Reading
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Intentionally Planning a Year of Generosity
There are currently four generations and more than fifteen family members engaged in the Nist Family’s philanthropy. Thanks to a well-defined giving strategy, one of the family’s youngest members guided the family’s annual giving. “In the end, he helped us all recognize the organization that was most closely aligned with our mission.” “We want to > Continue Reading