“...it is more blessed to give than to receive” Acts 20:35 NIV
Moving from Involuntary Philanthropy toward Intentional Stewardship and Directed Generosity
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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.)?
YES                    NO

  • (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?
       _______________________________________________________________________________________________
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