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ResourcesWe’ve compiled a list of resources we hope will assist you in the following areas: Effective GivingCommunity Giving Resource
Strategic Philanthropy
by Renata J. Rafferty This book teaches donors to conduct their giving as thoughtfully as they approach financial investing. The author guides the reader through the process of defining philanthropic goals, finding a charity that fits those goals, performing due diligence on that charity, and tracking what the charity does with the gift after it's been given.
by Robert N. Bellah et al. Based on interviews with middle class Americans, the authors discuss an increasing individualism and self-interest. Then, they suggest involvement in voluntary organizations as a way to really enjoy the good life.
by Tracy Gary and Melissa Kohner The process described is designed to help you develop lifetime giving goals and develop an implementation plan for your objectives, including aspects of your will that will be affected. Among the authors' key points is that there are many ways to incorporate philanthropy into one's life.
by Claude Rosenberg, Jr. Mr. Rosenberg has published five books on finance including Stock Market Primer. His latest book analyzes our national wealth and provides suggestions for gift planning.
by William H. Shore This book describes how helping others is good for the spirit. Raising Charitable Children
by James E. Hughes Jr. This is a revised and expanded edition of a classic on family wealth. Based on three decades of experience as a family wealth advisor, Hughes' book presents an unconventional approach to managing and transferring wealth and conserving family assets in the broadest context.
by Noa Heyman, M.A. This paper reports on an empirical study of the transfer of values through philanthropy and charitable giving between more than one hundred mother/daughter pairs. (It is available through www.amazon.com.)
by Eileen Gallo, Ph.D., and Jon Gallo, J.D. This book addresses the how and why of instilling in your family a healthy relationship with money. The authors are a psychotherapist and an estate-planning attorney, who founded the American Bar Association Committee on the Emotional and Psychological Issues of Estate and Financial Planning.
by Eileen Gallo, Ph.D., and Jon Gallo, J.D. This book is a follow-up to Silver Spoon Kids and details eight behaviors that can help wealthy parents to more easily raise financially responsible children.
This compilation of essays offers families the guidance needed to create and sustain their giving programs. Essays address topics such as selecting and working with consultants and legal and investment advisors. Available from The National Center for Family Philanthropy, Washington, D.C. |