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AUTHOR: Lynne Twist REVIEWER: Jillian Wagenheim, Founder & Principal, Sertus Consulting Farrah Azizi, Private Philanthropy Advisor, Give Great Group BOOK LINK: https://www.amazon.com/Soul-Money-Reclaiming-Wealth-Resources/dp/039332950X REVIEW: In June of 2019, we facilitated the 21/64 Book Club’s conversation about The Soul of Money: Transforming Your Relationship with Money and Life by Lynne Twist. Recently...

Type: 
Book Review
Topic: 
Financial Literacy|Communicating About Wealth|Coaching
Audiences: 
First Audience

AUTHOR: Published by the National Centre for Family Philanthropy, 2017 REVIEWER: Gena Rotstein, Principal, Karma & Cents—Social Impact Lab BOOK LINK: https://goo.gl/RC678D REVIEW: Let me start off by saying, that as someone has been advising individuals, families and family enterprises in their legacy planning, philanthropy and social capital management for...

Type: 
Book Review
Topic: 
Family Philanthropy|Engaging the Next Generation|Family Dynamics|Governance and Succession Planning|Wealth Management|Financial Literacy|Communicating About Wealth|Strategic Grantmaking and Philanthropy|Coaching|Fundraising and Donor Engagement|Teen and Youth Philanthropy|Generational Issues
Audiences: 
First Audience

Kate Ashford, Forbes, August 2014

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Type: 
Article
Topic: 
Family Philanthropy|Engaging the Next Generation|Family Dynamics|Wealth Management|Financial Literacy|Communicating About Wealth|Generational Issues
Audiences: 
First Audience

Elaine King, WE Family Offices, June 2014

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Type: 
Article
Topic: 
Family Philanthropy|Engaging the Next Generation|Family Dynamics|Wealth Management|Financial Literacy|Communicating About Wealth|Coaching|Fundraising and Donor Engagement|Teen and Youth Philanthropy|Generational Issues
Audiences: 
First Audience

Paul Sullivan, The New York Times, December 2013

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Type: 
Article
Topic: 
Family Philanthropy|Engaging the Next Generation|Family Dynamics|Governance and Succession Planning|Communicating About Wealth|Coaching|Teen and Youth Philanthropy|Generational Issues
Audiences: 
First Audience

Paul Sullivan, The New York Times, September 2013

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Type: 
Article
Topic: 
Engaging the Next Generation|Wealth Management|Impact Investing|Financial Literacy|Communicating About Wealth|Strategic Grantmaking and Philanthropy|Fundraising and Donor Engagement|Generational Issues
Audiences: 
First Audience

by Judith Stern Peck, Wiley, 2007 Provides a framework and approach for understanding the role money plays in health, wellness and resolving conflict in an individual or family’s life. Filled with case vignettes, Money and Meaning helps open the door to thoughtful conversations that explore money’s multiple meanings.

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Type: 
Book
Topic: 
Family Philanthropy|Engaging the Next Generation|Governance and Succession Planning|Wealth Management|Communicating About Wealth|Coaching|Fundraising and Donor Engagement
Audiences: 
First Audience

Credit Suisse, 2010 Explores the opportunity and challenges inherent in engaging the next generation in charitable giving. Through case studies, the report details recommendations for how families can work together to build thoughtful and effective family philanthropies.

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Type: 
Article
Topic: 
Family Philanthropy|Engaging the Next Generation|Family Dynamics|Financial Literacy|Communicating About Wealth|Strategic Grantmaking and Philanthropy|Fundraising and Donor Engagement|Teen and Youth Philanthropy|Generational Issues
Audiences: 
First Audience

AUTHOR: Nathan Dungan (Share Save Spend, 2010) REVIEWER: Ben Clark BOOK LINK: https://goo.gl/RSRT2C REVIEW: Many parents have a difficult time talking with their children about money, either because they don’t know how to start, or don’t know what to say. Unfortunately, when parents don’t want to convey dollar amounts, they...

Type: 
Book Review
Topic: 
Family Philanthropy|Engaging the Next Generation|Strategic Grantmaking and Philanthropy|Fundraising and Donor Engagement
Audiences: 
First Audience

Paul Sullivan, New York Times, May 2017 Vicki and Ron Weiner have talked with their two daughters about the wealth they will inherit. “The thought of being left all of this money is outside of their frame of reference,’’ Mr. Weiner said.

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Type: 
Article
Topic: 
Family Philanthropy|Engaging the Next Generation|Family Dynamics|Wealth Management|Financial Literacy|Communicating About Wealth|Coaching|Generational Issues
Audiences: 
First Audience