Donor Events

Keynote Title: The Abundant Estate: Growing Family and Community Capital for the Long Term

Successful intergenerational wealth planning is about understanding and investing in all sources of a family’s true strategic wealth. Social and human capital inside a family provide opportunities for leadership and genuine growth. Community engagement through philanthropic work is essential to building community abundance for the long term. As families grow stronger and more connected, so too do their communities in a symbiotic fashion.

The Abundant Estate: Growing Family and Community Capital for the Long Term keynote helps donors and potential donors visualize the potential purposeful and strategic giving can yield both in their families and in their communities. It’s about much, much more than a charitable tax deduction!

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Themes: Speech Themes: long term philanthropy, purpose, growth, leadership, family wealth planning, estate planning, wealth continuity, purposeful planning, strategy, business succession, wealth succession, abundance, managing change, decision making