Tag Archives: heirs

THE SECOND QUESTION: Talking to Donors About Their Kids’ Inheritance

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The first question about how much parents will need for the rest of their lives is not that difficult. The second question about children’s inheritance is often more complex because it’s not just a matter of how much we can give, but how much we should give and when. Below are a few thoughts on what to say and what not to say in a planned giving conversation about transferring wealth to the next generation. Continue reading

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Helping Donors Answer Their Most Perplexing Questions

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The two questions donors must answer before making a lifetime planned gift are 1) How much will we need to live on? And 2) what should we give to our heirs? People have spent most of their adult life formulating a financial plan to answer the first question. Here is a tool for development professions enabling them to help donor come up with a plan to answer the second question – what to do for their heirs? Continue reading

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