Thoughtful Questions

A few questions to consider as you begin the journey of values-driven Charitable Gift Planning:

• What have been the guiding principles you have lived, instilled into your family and were the foundational principles of your business?
• What are your core values?
  • How would you like to express those values through your giving?
• What role has charitable giving played in your family? In your business?
  • What value would it bring to your children & grandchildren; to your business &  employees?
• How do you view your wealth in connection to your family, business, local community and to the world?
• What would you like to accomplish with your giving?
  • What do you think is possible?”
• What charitable interests & ministries have you pursued as an outgrowth of your values?
• What has been the most satisfying charitable gift that you have made?
  • Why?