Roadmap to Legacy Planning
Carol Karsch, Jewish Community Foundation of Southern Arizona
The Ethical Will: Bequeathing Values Rather Than Valuables
Jeffrey Steele, Los Angeles Times, June 21, 2005
Women in Philanthropy
Betsy Brill, Forbes.com, August 18, 2009
Wealth in Families
Charles W. Collier (Harvard University Press, 2001)
This book addresses many of the questions of concern to families of wealth, including ways to teach values to your family through philanthropy. It is a helpful resource with your own planning.
Inspired Philanthropy: Your Step-by-Step guide to Creating a Giving Plan and Leaving a Legacy, 3rd Edition
Tracy Gary (Jossey-Bass, 2008).
This newest edition of the classic book shows how anyone can align and integrate values, passions and dreams for their communities and families into their plans. It explains how to make a difference by creating giving and legacy plans, tells what questions to ask nonprofits, and spells out how to help partner with advisors and nonprofit leaders for inspired outcomes.
Funding as a Family
Credit Suisse Securities LLC, May 2010
Donor-Advised Funds: Tools for Giving Families
Kevin R. Laskowski, Family Giving News, October 2007
Five Great Ways to Teach Your Child about Philanthropy
Rebecca Lucia, Charity Navigator, February 2007
Daddy, Are We Rich? and Other Tough Questions
Ron Lieber, The New York Times, July 20, 2010
Raising Children with Philanthropic Values
Ellen Remmer, The Philanthropic Initiative, Inc, 2009
This monograph offers a number of useful tools to promote responsible philanthropy with a family.
Gaining Families’ Trust
Brad Woverton, Chronicle of Philanthropy, November 11, 2004
Raising Charitable Children
Carol Wrisman (F.E. Robbins & Sons Press, 2006)
This book shows how children can be taught about philanthropy, shaping how they approach giving as adults.
Creating Change Through Family Philanthropy: The Next Generation
Alison Goldberg, Karen Pittelman & Resource Generation (Soft Skull Press, 2006)
This is a book designed to help engage the “next generation” in philanthropy and give young people the tools they need to participate in and influence the family’s giving agenda.
Barclays Wealth Insights, Volume 12: The Age Illusion
How the Wealthy are Redefining their Retirement (September, 2010)
Researched by Ledbury Research
2010 Study of High Net Worth Philanthropy
Sponsored by Bank of America. Researched and written by The Center on Philanthropy at Indiana University (November, 2010)
Mega Gifts in Jewish Philanthropy: Giving Patterns 2001-2003
Gary A. Tobin and Aryeh K. Weinberg, Institute for Jewish and Community Research (2007)