Moving Toward Directed Generosity
- Do you presently have any complex charitable entities in place (existing or as part of testamentary plans)?
YES NO
- Have you previously utilized strategies for gifting illiquid assets to charitable causes you care about (i.e. real estate, business interests, etc.)?
- (Question for parents and adult children): If you were given a million dollars, and you had to give it away to charitable organizations and causes, what would your choices be and why?
1 ____________________________________________________________________________________________
2 ____________________________________________________________________________________________
3 ____________________________________________________________________________________________
4 ____________________________________________________________________________________________
5 ____________________________________________________________________________________________
- When you were younger, were there things you wanted to accomplish in life that you have not yet done?
- How might you get back to that while you still have time?
Going forward, what would you like to change, impact or preserve in the world? _______________________________________________________________________________________________
- What kind of a person / family do you want to be?
_______________________________________________________________________________________________
- Do you recognize any element of luck, blessing or grace in your success?
_______________________________________________________________________________________________
- Do you have any obligations or charitable objectives that have not yet been fulfilled? _______________________________________________________________________________________________
- Who joins you in accomplishing your charitable objectives (i.e. business associates, family members, employees)? _______________________________________________________________________________________________
- How wealthy do you want your children to be? If significant wealth was handed to them today, are they prepared to receive it and continue with your vision? _______________________________________________________________________________________________
- Beyond self and family, is there anything else in the world on which you would like to have a positive impact?
