Planned Giving Legacy Post

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In working with families, I find that while they are good at the business of getting together as a family, they leave unspoken some of the questions and the stories that are pivotal to the history of the family.In many cases, the family simply needs help to move beyond the surface level conversations. Similarly, there …

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Patsy’s Story https://vimeo.com/1040192582/23380e120e?share=copy

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What is family culture?Webster’s Dictionary defines culture as “the set of shared attitudes, values, goals, and practices that characterizes an institution or organization.”Walter Rodney in his book How Europe Underdeveloped Africa said it this way:“A culture is a total way of life. It embraces what people ate and what they wore; the way they walked …

I’m convinced God’s design for families includes thriving individuals united around a shared identity across multiple generations. That’s family legacy.Here’s how families build a multigenerational legacy:Understand God’s purpose for familyDefine a family identity through shared vision, mission and valuesShape a family culture of celebration and generosityLet’s talk about these phases. Understanding the Purpose of Family Throughout …

If we write a check to a charity, does that make us generous?It seems to me that giving is an act. It can be a transaction. But giving, in and of itself, doesn’t make one generous.Generosity. It’s a way of life–a learned way of life. My wife came to me the other day and reminded …

Are you succeeding at the wrong thing? A healthy legacy involves a mindset shift from the norms of the American Dream.When AJ began his business, he began with little thought to legacy. Mainly, he thought about surviving for the first few years. But eventually he crossed that hurdle, and the business actually reached a point …

In our 5G world, I think we’ve forgotten the impact of a life well lived—or in some cases the life lived poorly.When I’m talking about impact, I’m not talking about merely for today, tomorrow, or even the years to come. I’m talking about generations. Our lives hold the potential to bring enormous good—or negative consequences—for generations.To see this …

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SAFE-GUARDING THE LEGACY OF FOCUS ON THE FAMILY FOR FUTURE GENERATIONS https://vimeo.com/985841567/832725bb41 Christian organizations face immense pressure to compromise on their mission and biblical principles.At Focus on the Family, our roots run deep, grounded in a steadfast commitment to our mission and values since our inception in 1977. As we navigate the ever-changing landscape of …

Adventures in Odyssey— One Grand Party https://vimeo.com/1000444147/680bd84a22?share=copy&sfcid=0034W00002fa8frQAA

Drafting an estate plan isn’t something most people get excited about. I don’t know many who are eager to think about their passing, or to wade through all those legal documents. I believe including a “legacy letter” can help a lot. Let me explain.Think about it. You sit down with a lawyer to plan your …

I’ve heard it said many times now and in various ways, but the principle is the same: we should prepare our families to receive assets.Too many times, heirs are unprepared to have a pile of assets dumped into their lap with little ceremony, little communication and little preparation.What do they do with this newfound wealth? If …

Building great family culture starts with stories.Brad Grey of Walking the Text teaches a simple truth: in Jewish families, from birth to about age 5, parents sought to taught their children two things.First, they taught the Shema:  Hear O Israel, the Lord is our God, the Lord is one. And as for you, you shall love …

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In 2015, a 1961 Ferrari 250 GT SWB California Spider sold for a whopping $18.5 million at auction.As personal wealth has increased, so has the use of auctions to buy and sell classic cars. Some use classic cars as a form of asset allocation and diversification. Some, of course, collect cars for the love of …