CFA Magazine: Closing the Generation Gap
Posted August 1, 2009 in News + Views
Susan was quoted in this article about how advisors can build deeper intergenerational relationships with clients and their families.
Across Generations:A 5 Step Guide for Creating an Expression of Donor Intent
A 5 Step Guide for Creating an Expression of Donor Intent
Everything you need to explore and express the values and vision behind your decision to establish a charitable fund, foundation or bequest.
"Katherine McKay, Assistant Director of Gift Planning, Wheaton College (MA)Susan’s book is magical. As soon as I show it to an alum and invite her to share her values, she relaxes and starts talking. The Wealth of Your Life is the best gift planning tool I’ve found to get people to open up about their estate plans without prying.
"
