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unHeritage – 11 Pitfalls to Family Legacy and How to Avoid Them

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“unHeritage is definitely the lighthouse for protecting your family and wealth for generations. This book is a must read for anyone interested in legacy planning.” Enzo Calamo

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Center for Family Conversations

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The Center for Family Conversations (CFC) is a resource center that provides the integral tools and ideas in helping families establish a 100-year-plus Family Legacy Plan.

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THE TYCOON PLAYBOOK – How Business Empires Are Built

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The Tycoon Playbook course was created for business families who are already running a successful business and wish to ramp up their growth while preserving wealth for future generations. Specifically, the Playbook teaches high performance business owners the two most highly rewarded skills in business, namely deal-making and how to acquire cash flow producing business assets.

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CNN Financial News

Sony doesn't know how but says 'The Interview' will be shownRead full story for latest details. [...]

Another blackout for Dish customers, this time Fox NewsFor the third time in a month, Dish Network customers are missing out on popular programming due to [...]

Is the oil scare over for the stock market?Read full story for latest details. [...]

Republicans to theaters: Don't be 'bullied,' show Sony's 'The Interview'The Republican National Committee has a message for theater owners: Put "The Interview" ba [...]

A defiant Sony scrambles to find a way out for 'The Interview'Read full story for latest details. [...]

Last-minute Christmas shopping guideStill haven't ordered those stocking stuffers? You've got to hurry, or your gift won' [...]

How has middle class Christmas changed?Read full story for latest details. [...]

 

CNN Small Business News

Unilever lays an egg: Drops Just Mayo lawsuitUnilever sued Hampton Creek over its egg-free mayonnaise spread Just Mayo. But the company behind Be [...]

Alternative lenders are hot -- especially among millennialsRead full story for latest details. [...]

Reddit cofounder: The next Google is one visa away from leaving U.S.Read full story for latest details. [...]

The heart of the Internet has been hackedICANN, the all-powerful but little-known organization that administers global website domain names, [...]

Oprah-approved startup raises $6.25 millionNews startup The Skimm announced a new round of funding, 1 million active readers, and plans to expa [...]

Cow farmers get high-tech tracking appBrazilian startup BovControl is turning cows into data with a mobile app. [...]

Google Ventures: less Ubers, more health careThe venture capital investment arm of the tech giant has quadrupled its funding of life sciences and [...]

 

CNN Money News

Top 1%: What they made, what they paidRead full story for latest details. [...]

Living your dream retirement? Tell us about itAre you living your dream retirement? If so, we want to hear how you were able to get there -- wheth [...]

Last-minute Christmas shopping guideStill haven't ordered those stocking stuffers? You still have time, but not much. Here's t [...]

Payday lenders throw millions at powerful politicians to get their wayPayday lenders are spending millions of dollars in Washington in an attempt to get powerful politici [...]

Mortgage rates hit a new low for the yearAmid falling gas prices and investor nervousness, the average rate for a 30-year fixed-rate loan fel [...]

Alternative lenders are hot -- especially among millennialsRead full story for latest details. [...]

The 2014 tax breaks you'll be able to takeCongress waited until the last minute to decide what to do with a slew of expired tax breaks. They e [...]

 

Fortune Magazine

Will Mmmhops be a hit?Hanson is attempting to chart with a new microbrew. [...]

NBA confirms L.A. Clippers sale to ex-Microsoft CEO Steve BallmerDonald Sterling sues the NBA for damages and demands to be reinstated as owner. [...]

FBI and SEC probe into Carl Icahn and golfer Phil MickelsonAuthorities are looking into the potenial insider trading. [...]

Google launches "right to be forgotten" service in EuropeNow European citizens can request to have search results removed. [...]

Zuckerberg's latest donation reawakens concerns over mixed results in NewarkFacebook founder and his wife donate $120 million to Bay Area schools, claim to have learned from pr [...]

Five crazy things Steve Ballmer has doneIn light of Ballmer placing the highest bid on an NBA team in history on Thursday, here are some of [...]

Four ways Apple could have the "best" product pipeline everFrom the obvious upgrades to the bold and daring. [...]

 

Reuters Business News

WASHINGTON (Reuters) - U.S. President Barack Obama moved to prevent U.S. anger at North Korea from s [...]

VIENNA (Reuters) - Italian lender Monte dei Paschi di Siena expects to complete its planned capital [...]

WASHINGTON (Reuters) - Satellite TV provider DISH Network Corp and Comcast Corp's SportsNet hav [...]

SEOUL/WASHINGTON (Reuters) - North Korea said on Saturday U.S. accusations that it was involved in a [...]

CHICAGO/NEW YORK (Reuters) - Shoppers filled up malls and department stores on the last weekend befo [...]

BRUSSELS (Reuters) - The European Central Bank should start buying government bonds to tackle poor i [...]

SEATTLE (Reuters) - Workers at planemaker Boeing's Everett plant near Seattle are following ext [...]

 

Reuters Economy News

ABU DHABI (Reuters) - Saudi Arabia said on Sunday it would not cut output to prop up oil markets eve [...]

GENK, Belgium (Reuters) - In the heart of western Europe, the Belgian-Dutch-German rust belt has bee [...]

LONDON (Reuters) - When Metro Bank prepared to launch in 2010 as the first new bank to appear on Bri [...]

DUBAI (Reuters) - Iraq's oil minister said on Sunday he saw no need for an emergency meeting of [...]

BEIJING (Reuters) - China's trade minister proposed more use of China's currency in settli [...]

 

Reuters Business Video

President Barack Obama, in a CNN interview, says he does not consider the cyber attack on Sony which [...]

Stocks modestly extend gains post a massive two-day rally. Leah Duncan reports. [...]

Comments from Federal Reserve chair Janet Yellen spurred a Santa Claus rally this week, analysts see [...]

John Manley, chief equity strategist at Wells Fargo Advantage Funds sees the Dow hitting the 18,000 [...]

U.S. President Barack Obama says it was a “mistake” for Sony Pictures to cancel the release of its m [...]

President Obama says Americans can enter the new year with 'renewed confidence' in a stron [...]

George Soros’ son Alexander discusses the influence of his father and how he selected causes to supp [...]

 
 

Charitable Giving

 
  • The power of us | Mari Kuraishi

    The power of us | Mari Kuraishi   How does a World Bank employee go on to co-found a charitable organization that funds human aid around the globe? Mari Kuraishi tells the story of Global Giving.   Mari co-founded GlobalGiving with Dennis Whittle, and currently leads the organization. In 2011, Mari was named one of Foreign Policy’s top 100 Global Thinkers for “crowdsourcing worldsaving.” Before GlobalGiving, she worked at the World Bank where she managed and created some of the Bank’s most innovative projects including the first ever Innovation and Development Marketplaces, and the first series of strategic forums with the World Bank’s president and senior management. Mari also designed a range of investment projects in the Russia reform program, including a residential energy efficiency project, structural adjustment loans, and legal reform project. She currently serves as chair of the board of the Global Business School Network and on the board of Guidestar US. In addition to her native Japanese, Mari also speaks Russian, Italian, and French. She has an undergraduate degree in history from Harvard University and did graduate work in Russian and Japanese history and politics at Harvard and Georgetown Universities. Mari also completed the Advanced Management Program at Harvard Business School.

     
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  • Excellence Through Generosity | Gilmore Junio

    Excellence Through Generosity | Gilmore Junio     WHY YOU SHOULD LISTEN TO GILMORE JUNIO?   Olympic Speed Skater, Gilmore Junio shares his personal story of generosity and how building a culture of selflessness can lead to personal excellence. Junio recounts the story of how and why he gave up his place in the 1000 metre Olympic final in Sochi 2014 to his teammate who won the Silver Medal for Canada. Gilmore teaches us that we have more to win when we are generous.   In the summer of 2010, Gilmore Junio was named to Canada’s Long Track Development Team, and that fall he found himself travelling the globe racing for Canada at World Cups. Three years later he was ranked 8th in the world with a World Cup Silver medal, and just a year after that he found himself representing Canada at the 2014 Winter Olympic Games in Sochi, Russia. But despite his accomplishments on the track, it was was what he did off the track at those Olympics that resulted in Junio’s receiving a champion’s welcome upon his return home to Calgary.   After teammate Denny Morrison fell and failed to qualify for the men’s 1000 m, he received a text message from Junio, who decided to withdraw so that Morrison could have the opportunity to race instead. Morrison went on to win the silver medal in that race, giving Morrison his fourth ever Olympic medal, equaling Gaetan Boucher for the most medals by a Canadian male long track speed skater.

     
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  • Revolutionising Charity | Cassandra Treadwell

    Revolutionising Charity | Cassandra Treadwell   Cassandra shares a personal story of discovery and invites us all to come down from our white horses and dance with the zebras.   Cassandra is a philanthropist, lawyer, entrepreneur, global citizen, yogi, artist, and mother.   Cassandra gained her masters in medical law and ethics from King’s College, London. She enjoyed living overseas before returning to Wellington to raise her four children in the nurturing community she grew up in. She loves living in New Zealand for the outdoor lifestyle it enables.   During a year in Argentina aged 16, Cass saw poverty for the first time. The injustice sculpted her career choices. Later, as a new mother this empathy saw her return to communities in Africa she met travelling and determine to improve the lives of those who suffered from political violence.   Working in Africa as CEO of So They Can, she gains so much from the communities she works with. They have taught her to be grateful for what she has got, to live in the present, the value of Ubuntu (I am because of you) and the importance of global balance.

     
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  • New Physics of Philanthropy by Dr. Paul Schervish

    New Physics of Philanthropy by Dr. Paul Schervish

      A new set of vectors now surround donors. Akin to the vectors of physics, these new vectors include the tendency of donors to (1) seek out rather than resist venues for charitable giving, (2) approach their philanthropy entrepreneurially, meaning they seek personally to make a creating and distinctive impact, (3) consider that care for the needs of others is a path for their own self-fulfillment, and (4) view philanthropy as a key ingredient of the financial morality they wish to live and impart to their children. These vectors increasingly become allies, not enemies to overcome. They represent how material and spiritual wherewithal come together as a more important aspect of moral biography for a larger number of individuals. In my view, people are inclined to seek happiness; and therefore live a gospel of life. Second, they are their own best teachers since they have to internalize the meaning and goals of life, including philanthropic decision, for themselves. Finally, there is a new inclination for people to see how their gospel of life is directly connected to financial care and philanthropy: for themselves, their children, their churches, and their world.   Why People Give Using the New Physics of Philanthropy?   1) Discernment Discernment in the realm of philanthropy has a two-fold mission: to help people discern from their own perspective their financial capacity and their charitable aspirations, that is their empowerment and moral compass. To accomplish this without the imposition of law, discernment needs to be exercised in an atmosphere of liberty and inspiration.    There are several steps in carrying out the conscientious self-reflection and decision making associated with spiritual discernment. First, discernment helps individuals to uncover for themselves their financial capacity by clarifying their resource stream and their expense stream. Discernment around the resource stream clarifies what financial resources are available now and in the future. Discernment around the expense stream clarifies what resources are needed to achieve the standard of living individuals’ desire for themselves and their children. This requires conscientious considerations about current and future consumption. Any positive gap between resources and expenses provides a potential for charitable giving, and relative financial security, and liberates an inclination towards charitable giving.    2) Identification   Through hundreds of interviews with wealth holders and middle income individuals, I have found that the key motivation for charitable giving is not selflessness but the identification of self. Our modern notion of altruism was developed in part to counter the utilitarian concept of human nature revolving around the rational calculation of self-interest. A deeper alternative is to think about the quality of self rather than the absence of self. Thomas Aquinas suggests a different way to rethink the issue of self. Rather than eliminating the self, Aquinas speaks instead about the unity of love of God, love of neighbour, and love of self. The key is the identification of my self with the fate of others as if it were my own.    3) Gratitude   By probing further into “why people give” with the question, “Why are you grateful?” […]

     
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  • The Giving Pledge – WARREN BUFFETT

    The Giving Pledge – WARREN BUFFETT

    The Giving Pledge – WARREN BUFFETT       “Were we to use more than 1% of my claim checks (Berkshire Hathaway stock certificates) on ourselves, neither our happiness nor our well-being would be enhanced. In contrast, that remaining 99% can have a huge effect on the health and welfare of others.”  

     
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  • Amplify the money you give | Kat Rosqueta

    Amplify the money you give | Kat Rosqueta       The word “philanthropist” evokes the names of billionaire donors – Rockefeller, Gates, Pew – but in reality, most charitable giving comes from regular people giving smaller amounts. How can you, the non-billionaire, do the most good with what you give? Kat Rosqueta shows how to become a high-impact philanthropist, with a few tips for getting more engaged with your donations – one dollar, one cause, at a time. Kat Rosqueta wants to reclaim the word “philanthropist.” She believes the word is not just for Rockefellers; rather, a philanthropist is anyone who gives money, time or skill with the goal of helping make the world better, at any scale. Rosqueta is the founding executive director of The Center for High Impact Philanthropy, part of the School of Social Policy & Practice (SP2) at the University of Pennsylvania. Her group works to collect and report data from charities, to show philanthropists how well they are doing at giving. Beyond simple metrics like staff overhead, everyone wants to know: does our chosen charity make a difference?

     
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  • From One Elephant to Another by Daryle Doden

    From One Elephant to Another by Daryle Doden

    From One Elephant to Another by Daryle Doden     Do you feel the target on your back? Do you sometimes sense that everyone wants a piece of you?   Speaking at a conference for nonprofit development people, I watched a presenter offer instructions on the care and feeding of elephants – mega donors. Much of what he said was accurate and helpful. But I couldn’t shake the feeling that I was a marked man.   It’s one thing to be sought because of who you are as a person – one who thinks and collaborates for noble purposes. It’s quite another to be hunted because of what you have, your resources – your tusks.   With great privilege comes great responsibility. I get that. I want to meet my family’s needs. I want to be a good steward – no, I want to be an excellent steward…..Most of us want that. The WHAT and WHY are the easy parts. It’s the HOW that conceals all the snakes in the grass.     To learn more about the Center for Family Conversations and the new book, Unheritage, click here.       WHY YOU SHOULD LISTEN TO DARYLE?       Daryle is a lifelong entrepreneur who along with four partners founded Ambassador Steel Corporation in 1974. The founders had a common goal of business success while living out their faith without compromise in the marketplace. When the company sold in 2008, it was the largest independent distributor and fabricator of rebar in the United States with annual revenues surpassing $500 million and a reputation of faith, integrity, and excellence.   Daryle was raised in a pastor’s home in northern Indiana. He received a diploma in Sacred Music from Moody Bible Institute where he met his wife Brenda. He continued his education at Bethel College, Mishawaka, Ind., earning a B.A. in Biblical Studies and Musical Performance.   Daryle has served on the boards of Cedarville University and Lakewood Park Baptist Church, as well as on the DeKalb County Council. He also served on the alumni board of his alma mater, Moody Bible Institute, and is currently a member of the DeKalb County YMCA and Wagner-Meinert boards. Daryle and Brenda have five children and eight grandchildren with a ninth on the way.    

     
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  • The Giving Pledge – CHARLES R. BRONFMAN

    The Giving Pledge – CHARLES R. BRONFMAN

    The Giving Pledge – CHARLES R. BRONFMAN           “Philanthropy is in the DNA of my family. My parents were both active participants in Jewish, local Montreal and Canadian charities. The dining table conversation was a place for discussing what was important to them in that world…it is no surprise then, that each of us has contributed to society.”

     
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Family Office Newswire

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Learn from Billionaires How To Handle Your Family Wealth.

ENZO CALAMO IS A GOLD AWARD CURATOR ON BUSINESS FOR SCOOP.IT!

"You're a giant among curators and your work is world-class awesome. Thanks for being an incredible role model to the curator community!" Scoop.it

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UHNW Wealth Newswire

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The #1 UHNW Wealth Newswire For Living Your Dreams. Over 3,500 Posts on important topics that show you the Secrets of Accumulating and Preserving Wealth!

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Family Business Newswire

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The #1 Family Business Newswire That Helps You Move From Success to Significance. Over 3,300 Posts On Key Factors To Build A Profitable and Sustainable Business!

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Philanthropy Newswire

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The #1 Philanthropist Newswire For Leaving A Legacy From The Heart. Check out the latest trends in philanthropy today with over 1,100 posts. Also. learn why some of the greatest philanthropists in history believe in gratitude and giving!

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Lugen Family Office Proudly Supports AIP

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The International Association of Advisors in Philanthropy is the leading charitable giving organization in the world for inspiring collaboration among professionals.

Enzo Calamo,
AIP Ambassador, Past President

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Reuters Wealth News

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MarketWatch Personal Finance

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MarketWatch Top Stories

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MarketWatch Pulse

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