15 articles in this category
Legacy isn't a number on a trust document. It's a weight that spans two directions: backward to the dead, forward to the unborn. Most planners measure...
You stand at a trailhead. The sign says, 'Katherine's Meadow.' You never met Katherine. But now every hiker thinks of her, not the wildflowers. That's...
So you've got an endowment. You've got a grant portfolio. And somewhere in the fine print, your endowment is invested in the same companies your grant...
When my uncle handed over the family construction firm to my cousin, the signing was done in twenty minutes. No transition plan. No mentoring. Six mon...
The coastal property you left to your daughter—worth $1.2 million in 2018—now floods twice a year. Your retirement farm, appraised for estate tax purp...
You have spent years — maybe decades — pushing against a setup. A broken policy, a stagnant industry, a community trapped in old patterns. And you hav...
You set up an endowment because you want to make a difference. Forever. But forever is a long time. And the world changes—sometimes in ways that make ...
There's a Greek proverb that gets thrown around a lot in ethical investing circles: 'A society grows great when old men plant trees whose shade they k...
The land knows your name. It remembers the opening furrow, the long dry spell, the year the creek ran clear again. But the land doesn't care about you...
You filed the papers. Named the board. Even got the 501(c)(3) rubber stamp. But here is the quiet truth your tax attorney didn't mention: your foundat...
You won't recognize the world your grandchildren live in. That's not hyperbole—it's the most honest starting point for any legacy plan written today. ...
You want to solve problems now. But your endowment policy says "perpetuity." The tension is real, and pretending otherwise only breaks trust...
Here's a scene: You've spent years crafting a legacy roadmap. You chose a trustee, wrote a letter of wishes, and funded a trust. But 50 years later, t...
Two years ago, the board of a mid-sized climate foundation reviewed its five-year strategic roadmap. The target was clear: reduce carbon emissions in ...
Foundations are built to last. But what if lasting is no longer the sound thing to do? A growing number of boards and trustees are confronting this qu...