Thoughtful Questions

A few questions to consider as you begin the journey of values-driven Charitable Gift Planning:

  • What have been the guiding principles you have lived, instilled into your family and were the foundational principles of your business?
  • What are your core values?
    • How would you like to express those values through your giving?
  • What role has charitable giving played in your family? In your business?
    • What value would it bring to your children & grandchildren; to your business &  employees?
  • How do you view your wealth in connection to your family, business, local community and to the world?
  • What would you like to accomplish with your giving?
    • What do you think is possible?”
  • What charitable interests & ministries have you pursued as an outgrowth of your values?
  • What has been the most satisfying charitable gift that you have made?
    • Why?