Kentucky pastor Desiree Youngblood wrote a great piece on ethical wills this month for Horizons Magazine, the magazine for Presbyterian women. She helps her readers imagine themselves creating a legacy letter by asking them to answer the question of why they are writing. She offers this list to consider: I am writing this ethical will [...]
Here we are at December again! With all the rituals and festivities, it’s the month that promises moments of transcendence from the ordinary. We all know how much stress can be attached to trying to meet those expectations! But right under your nose is the means to find those special moments – stress free. Where? [...]
It was a privilege to be interviewed today by Appreciative Inquiry expert and coach Ed Jacobson. You can listen to the audio here. A good interview can bring new insights to the person being interviewed, and that’s happened today when Ed quoted – or paraphrased – poet Ed Whyte who said, “You know you have [...]
These last few months I have stood witness to the best and worst of life: the joyful wedding of our son, followed by the sudden illness and death of my mother. Being that I am in the “words” business and the “wisdom” business, I feel a certain pressure to make sense of these events and [...]
Exactly 100 years ago young journalist, photographer and aspiring seaman Frederick William Wallace joined the crew of a fishing schooner sailing out of Digby, Nova Scotia. He got hooked, signed on as an active hand for six more voyages to the Grand Banks and then, in lively prose and amazing photographs, set about to capture [...]
I will be a guest speaker on a webinar July 14 (noon, EST) hosted by the National Center for Family Philanthropy, speaking on the topic of documenting donor intent: Seeding Your Family’s Philanthropy: Ethical Wills and Donor Legacy Statements. Also speaking will be Jane Leighty Justice of the Leighty Foundation and Lissa Widoff of the [...]
I co-authored (with Kristan Wojnar, Guggenheim Funds) an article that appeared in Advisor Perspectives this week: Women Want to Leave a Legacy. There are many immediately useful ideas to use with your female clients – to focus on what matters most to them and move your conversations into deeper territory. Ask a woman to define [...]
Thank you to Hospice of the North Shore and Greater Boston for inviting me to speak to their donors and friends today at a lovely luncheon program at the Salem Country Club. HNSGB is growing very strongly – not only in their physical presence, but in the programs they are offering patients and their families. [...]
It was an honor yesterday to be a presenter for the webinar hosted by Advisors in Philanthropy: Why a Mission Statement Isn’t Enough – Creating an Expression of Donor Intent. Amy Ellsworth, my co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent, appeared as well. Our main points: Legal [...]
Nationally known Boston attorney Natalie Choate made a point to recommend The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will in her spring newsletter Choate’s Notes Spring 2011. Thank you, Natalie. That means a lot coming from you.
The Wealth of Life – Getting Started on Your Ethical Will - March 7, @ 11:00AM - Learn more
BOSTON AREA OFFICEP.O. Box 24
Wenham, MA 01984SOUTHERN OFFICE1582 Virginia Street East
Charleston, WV 25311PHONE978 468-3715
