Ideas that inspire curiosity, deepen understanding, and expand what’s possible.
INSIGHTS AND PERSPECTIVES
Philanthropy is an evolving landscape, rich with opportunities to learn, explore, and think differently. Here, we share perspectives, emerging ideas, and resources to help individuals, families, family offices, and professional advisors navigate the possibilities of thoughtful giving.
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LATEST INSIGHTS
FROM OUR BOOKSHELF
Books that have inspired our thinking, challenged perspectives, and sparked meaningful conversations. A collection of ideas worth exploring.
Values over Valuables
Harmon Kong
A compelling perspective on how families can use philanthropy to foster connection, communicate what matters most, and create a legacy that extends far beyond financial assets.
The Soul of Money
Lynne Twist
A thoughtful exploration of our relationship with money, purpose, and generosity.
Giving Done Right
Phil Buchanan
Valuable insights into the importance of thoughtful strategy, effective partnerships, and learning from what works—and what doesn't—to make giving more purposeful and impactful.
Find your Fight
Jay Ruderman
A motivating perspective on turning personal conviction into meaningful impact.
Die with Zero
Bill Perkins
A refreshing perspective on living generously, creating memorable experiences, and making an impact while we can fully appreciate it.
Raising Financially Fit Kids
Joline Godfrey
A valuable resource for parents and grandparents who want to raise financially responsible children while preparing the next generation to be thoughtful stewards of wealth.
Generation Impact
Sharna Goldseker and Michael Moody
This book explores how emerging donors are bringing fresh perspectives, values, and approaches to creating social impact.