Values-Based

Research Category

Bulk operations

		Rated
	15 Aug 2017 \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article \| 1 comments Set a new table, create a "safe zone" for effective family... Bruce DeBoskey lays a ground breaking framework for family discussions around philanthropy.	0
	25 Jul 2017 \| Practice , \| Values-Based \| National Publication, Two Hawks Consulting, LLC \| Article Opportunity of A Lifetime Gifts of life insurance are examined in the continuing series of spotting opportunities for giving.	0
	18 Jul 2017 \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article Strategic philanthropy: Seven lessons from seven years Bruce DeBoskey shares wise practice tips gleaned from his experience as a philanthropic consultant.	5
	19 Apr 2017 \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article New report examines risk in philanthropy through two lenses 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.	5
	30 Mar 2017 \| Values-Based \| National Publication \| Article Unleashing Generosity Through the Power of Stories, Part 2 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.	0
	28 Mar 2017 \| Values-Based \| National Publication \| Article Unleashing Generosity Through the Power of Stories, Part 1 Help your clients regain control of their family narratives and unlock generosity for the future by capturing the stories behind their philanthropy New author Mike Stuart reveals the power of stories, especially as it relates to the impulse to be generous.	5
	2 Mar 2017 \| Practice , \| Values-Based \| National Publication, Steven L. Meyers, Ph.D. \| Article The Key to Flying 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...	0
	16 Jan 2017 \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article Seven trends in philanthropy to expect in 2017 Bruce DeBoskey spots seven important trends that will help shape the future of giving.	4
	21 Dec 2016 \| Values-Based \| National Publication, Eric Weiner, PhD \| Article Of Wealth & Wisdom From the Old Testament to modern day, Ethical Wills serve to clarify and embellish the deeper intentions of wealth transfer Eric Weiner gives an overview and insights into the history and importance of Ethical Wills.	5
	30 Nov 2016 \| General , \| Values-Based \| National Publication, Two Hawks Consulting, LLC \| Article Randy Fox Interviews Claire Costello, part 2 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.	0
	22 Nov 2016 \| General , \| Values-Based \| National Publication, Two Hawks Consulting, LLC \| Article Randy Fox Interviews Claire Costello, part 1 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...	0
	17 Nov 2016 \| General , \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article New research shows many donors are impact investors and engaging... Bruce DeBoskey highlights the findings of two important recent surveys. See his conclusions here.	0
	27 Oct 2016 \| Values-Based \| National Publication, Two Hawks Consulting, LLC \| Article Randy Fox interviews Mark Trewitt, part 3 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.	0
	20 Oct 2016 \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article The giving pledge for the rest of us Bruce DeBoskey brings the Giving Pledge to the rest of us mere mortals.	0
	27 Sep 2016 \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article Rethinking and revising the "Donor Bill of Rights" Author Bruce DeBoskey asks us to take another look at the 23 year old Donor Bill of Rights.	5
	17 Aug 2016 \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article In disheartening and divisive times, philanthropy can spark hope Bruce DeBoskey discusses the optimism of philanthropic giving and why giving now brings hope.	4.5
	20 Jul 2016 \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article Six years, six important lessons on philanthropy Six nuggets of wisdom derived from experience and wonderfully voiced.	5
	17 May 2016 \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article \| 1 comments Plan well to avoid random acts of giving 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...	5
	25 Apr 2016 \| Values-Based \| National Publication, Anthony Glomski \| Article Philanthropy and the Tech Entrepreneur: 3 Smart Ways to Use Your... 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.	5
	13 Apr 2016 \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article Understanding reasons for giving key to strategic philanthropy Author Bruce DeBoskey outlines the primary motivations for giving, helping us understand ourselves and our donors better.	4

7520 Rates: October 2.2% September 2.4% August 2.4%

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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.

"Very good article! Should share this to everyone I know. Everything's written! Glad to have read this. :)" from Cheryle Louque.

"Susan, thank you for your kind comments and feel free to use this article in any way you like. We believe it's an important topic and want to spread..." from randy a. fox.

"A thoughtful and comprehensive article on a topic of growing importance. I'm going to use this article --fully attributed, of course!-- as the basis..." from Susan Axerod.

"Thanks, Jim. Couldn't agree more" from randy a. fox.

"Randy and Steve great article and on point. Charitable gift planning can resolve financial and estate planning dilemmas for individuals and families..." from Jim Normandin.

Creating a "safe zone" with family philanthropy

"My parents started a business, both are gone now and our eldest manages it. He gives us our share but never got us involved. He runs it alone...." from Cheryle Louque.

Bequeathing Your Wisdom

"I agree. Thanks for your comment." from Joshco0752.

"I love your statement. Let the money be a conveyance of intent and make your legacy one of love......just wonderful. Thanks!" from Joshco0752.

"As a person trained to engage individuals in the process of writing an ethical will I could not agree more. In fact, in practice in the community I..." from spenney.

"Thanks Curtis. It really is about our conveyance of intent." from Joshco0752.

"Bullseye! Too often people think it's about the money. It's about their (and our) RELATIONSHIP with money - and with others in our lives. Let the..." from CHill.

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		Rated
	15 Aug 2017 \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article \| 1 comments Set a new table, create a "safe zone" for effective family... Bruce DeBoskey lays a ground breaking framework for family discussions around philanthropy.	0
	25 Jul 2017 \| Practice , \| Values-Based \| National Publication, Two Hawks Consulting, LLC \| Article Opportunity of A Lifetime Gifts of life insurance are examined in the continuing series of spotting opportunities for giving.	0
	18 Jul 2017 \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article Strategic philanthropy: Seven lessons from seven years Bruce DeBoskey shares wise practice tips gleaned from his experience as a philanthropic consultant.	5
	19 Apr 2017 \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article New report examines risk in philanthropy through two lenses 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.	5
	30 Mar 2017 \| Values-Based \| National Publication \| Article Unleashing Generosity Through the Power of Stories, Part 2 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.	0
	28 Mar 2017 \| Values-Based \| National Publication \| Article Unleashing Generosity Through the Power of Stories, Part 1 Help your clients regain control of their family narratives and unlock generosity for the future by capturing the stories behind their philanthropy New author Mike Stuart reveals the power of stories, especially as it relates to the impulse to be generous.	5
	2 Mar 2017 \| Practice , \| Values-Based \| National Publication, Steven L. Meyers, Ph.D. \| Article The Key to Flying 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...	0
	16 Jan 2017 \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article Seven trends in philanthropy to expect in 2017 Bruce DeBoskey spots seven important trends that will help shape the future of giving.	4
	21 Dec 2016 \| Values-Based \| National Publication, Eric Weiner, PhD \| Article Of Wealth & Wisdom From the Old Testament to modern day, Ethical Wills serve to clarify and embellish the deeper intentions of wealth transfer Eric Weiner gives an overview and insights into the history and importance of Ethical Wills.	5
	30 Nov 2016 \| General , \| Values-Based \| National Publication, Two Hawks Consulting, LLC \| Article Randy Fox Interviews Claire Costello, part 2 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.	0
	22 Nov 2016 \| General , \| Values-Based \| National Publication, Two Hawks Consulting, LLC \| Article Randy Fox Interviews Claire Costello, part 1 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...	0
	17 Nov 2016 \| General , \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article New research shows many donors are impact investors and engaging... Bruce DeBoskey highlights the findings of two important recent surveys. See his conclusions here.	0
	27 Oct 2016 \| Values-Based \| National Publication, Two Hawks Consulting, LLC \| Article Randy Fox interviews Mark Trewitt, part 3 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.	0
	20 Oct 2016 \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article The giving pledge for the rest of us Bruce DeBoskey brings the Giving Pledge to the rest of us mere mortals.	0
	27 Sep 2016 \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article Rethinking and revising the "Donor Bill of Rights" Author Bruce DeBoskey asks us to take another look at the 23 year old Donor Bill of Rights.	5
	17 Aug 2016 \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article In disheartening and divisive times, philanthropy can spark hope Bruce DeBoskey discusses the optimism of philanthropic giving and why giving now brings hope.	4.5
	20 Jul 2016 \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article Six years, six important lessons on philanthropy Six nuggets of wisdom derived from experience and wonderfully voiced.	5
	17 May 2016 \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article \| 1 comments Plan well to avoid random acts of giving 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...	5
	25 Apr 2016 \| Values-Based \| National Publication, Anthony Glomski \| Article Philanthropy and the Tech Entrepreneur: 3 Smart Ways to Use Your... 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.	5
	13 Apr 2016 \| Values-Based \| National Publication, Bruce DeBoskey, Philanthropic Strategist \| Article Understanding reasons for giving key to strategic philanthropy Author Bruce DeBoskey outlines the primary motivations for giving, helping us understand ourselves and our donors better.	4

Values-Based

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Define: Values-Based

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Set a new table, create a "safe zone" for effective family philanthropy

Plan well to avoid random acts of giving

Simple Gifts and Planned Gifts

Creating a "safe zone" with family philanthropy

Bequeathing Your Wisdom

Program-Related Investments a key tool for impact investors

Forgiveness as an Intervention in Family-Owned Business: A New Beginning, Part 1 of 2

The Business of Gratitude - Part One

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