Values-Based

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Bruce DeBoskey lays a ground breaking framework for family discussions around philanthropy.
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Gifts of life insurance are examined in the continuing series of spotting opportunities for giving.
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Bruce DeBoskey shares wise practice tips gleaned from his experience as a philanthropic consultant.
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Examining the risks in making a gift is a relatively silent topic. Bruce DeBoskey explores the subject by analyzing a new study. Interesting and thought provoking territory.
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We conclude Mike Stuart's insight into storytelling as a tool for empowering generosity with a real life story of a professional colleague of mine.

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The Thing You Push Against is the Thing That Lifts You Up

Friend, Steve Meyers, once again challenges the status quo with his insights into approaching donors and meeting them where they're at. Steve's article is the first part of a new series we have in mind, following on the groundbreaking work in personalized...

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Bruce DeBoskey spots seven important trends that will help shape the future of giving.
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Part two of the interview with Claire Costello provides further insights into the needs of the affluent donor and provides advisors with a clear path to follow to improve the philanthropic aspect of their planning process.
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U.S. Trust has published the results of their current survey of high net worth philanthropy. I had the opportunity to discuss these results with Claire Costello, Managing Director and National Philanthropic Specialist of the Private Bank of U. S. Trust. The...
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Bruce DeBoskey highlights the findings of two important recent surveys. See his conclusions here.
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Mark Trewitt and I plunge more deeply into some of the interesting estate planning stories contained in his book, "Intergrated Genrosity". Some represent great success, others, not.
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Bruce DeBoskey brings the Giving Pledge to the rest of us mere mortals.
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Author Bruce DeBoskey asks us to take another look at the 23 year old Donor Bill of Rights.
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Bruce DeBoskey discusses the optimism of philanthropic giving and why giving now brings hope.
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Six nuggets of wisdom derived from experience and wonderfully voiced.

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In this article, author Bruce DeBoskey recommends that the integration of philanthropy into the estate plan should be much more than a financial and tax transaction. In fact, he suggests that the possibility for true family transformation exists with the right...

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New author Anthony Glomski makes us aware that there's a new category for giving, that of giving by the tech entrepreneur and that their approaches need to be considered quite differently.

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Author Bruce DeBoskey outlines the primary motivations for giving, helping us understand ourselves and our donors better.
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Define: Values-Based

Values-based financial and estate planning refers to that component of an individual's financial and estate plan that incorporates the personal values they possess. In the context of charitable gift planning, whereas traditional estate planning desires to minimize wealth transfer taxes and maximize the financial value of assets passing to heirs, values-based planning attempts to maximize the financial, social, and spiritual value of assets: financially, by reducing taxes and increasing cash flow; socially, by earmarking principal to fulfill a social need; and spiritually by knowing the estate-owner has done something with their estate that reflects their own individuality, humanity, and personal values.

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