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More Than Money Journal

Issue 32: Passing the Torch: The Great Wealth Transfer

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Wealth Transfer in an Age of Affluence, An Interview with Paul Schervish , Interviewed by Pamela Gerloff

• Social Welfare Research Institute
• Indiana University Center on Philanthropy
• Saturday Morning: A Reflection on the Golden Age of Philanthropy
• Executive Summary, Why the $41 Trillion Wealth Transfer is Still Valid: A Review of the Challenges and Questions
• "The New Physics of Philanthropy: The Supply-Side Vectors of Charitable Giving. Part 1: The Material Side of the Supply Side "
• "The New Physics of Philanthropy: The Supply-Side Vectors of Charitable Giving. Part 2: The Spiritual Side of the Supply Side "
• "Major Donors, Major Motives: The People and Purposes Behind Major Gifts"
  Description of this report

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Avoiding the Family Fight, An Interview with Les Kotzer , Interviewed by Mara Peluso

• The Family Fight: Planning to Avoid It , by Les Kotzer and Barry Fish
• We Gave Away a Fortune

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Family Lands, An Interview with Olivia Boyce-Abel , Interviewed by Pamela Gerloff

• Family Lands Consulting
• " Mom Always Liked You Best: Who Gets the Beach House? " by Jeffrey Zaslow

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The Role of the Trustee, A Conversation with Elizabeth Glenshaw , Interviewed by Pamela Gerloff

• Calvert Foundation
• Chittenden Bank

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Family Foundations, An Interview with Kelin Gersick , Interviewed by Pamela Gerloff

• Lansberg, Gersick and Associates
• National Center for Family Philanthropy
• Generations of Giving: Leadership and Continuity in Family Foundations

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The Impulse to Make a Difference, An Interview with Cynthia Carey-Grant, Interviewed by Pamela Gerloff

• Changemakers
• Inspired Philanthropy

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Ensuring Your Legacy
Ethical Wills: What Are They? Why Have One? , By Susan Turnbull

• Your Ethical Will
• So That Your Values Live On: Ethical Wills and How to Prepare Them, by Jack Reimer and Nathaniel Stampfer
• www.ethicalwills.com
• www.thelegacycenter.net

Your True Intentions: Legal Protection, By Richard D. Tanner

• The Koptis Organization
• Ownership Advisors, Inc.
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Personal Stories
Lifelong Lessons, An Interview with Carrie Schwab-Pomerantz , Interviewed by Pamela Gerloff

• It Pays to Talk: How to Have Essential Conversations with Your Family about Money and Investing, by Carrie Schwab-Pomerantz and Charles R. Schwab
• The Affluenza Project
• Affluenza
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Stewarding the Land, A Conversation with (anonymous author) , Interviewed by Pamela Gerloff

• The Land Trust Alliance
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Bang for the Buck


• Codicil to Benjamin Franklin's Will
• Community Foundation of Middle Tennessee
• Information about Community Foundations
• Benjamin Franklin Institute of Technology
• Benjamin Franklin, by Edmund S. Morgan
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Viewpoint: What Will Your Legacy Be?


• It Pays to Talk: How to Have Essential Conversations with Your Family about Money and Investing, by Carrie Schwab-Pomerantz and Charles R. Schwab
• All My Children Wear Fur Coats: How to Leave a Legacy for Your Pets, by Peggy Hoyt
• " Tax and Estate Planning Involving Pets: Stupid Pet Tricks for the IRS and Fido " by J. Alan Jensen, Esq.
• " Wealth Transfer Decision Making Process "
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Resources

Family Business Transfer

• Family Business Succession: The Final Test of Greatness
• Parting Company
• Sharing Wisdom, Building Values: Letters from Family Business Owners to Their Successors
Land Transfer

• The Land Trust Alliance
• The Nature Conservancy
Family Foundation Transfer

• National Center for Family Philanthropy
• The Succession Workbook: Continuity Planning for Family Foundations
Wealth Transfer

• The Wealth Transfer Group
Preparing Children for Inheritance

• Best Intentions: Ensuring Your Estate Plan Delivers Both Wealth and Wisdom
• Resource Generation
Loose Change

• Silver Spoon Kids: How Successful Parents Raise Responsible Children
• Attorneys for Family-Held Enterprise
• Parting Company
• Family Business Magazine
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