As I noted last week, I wrote an official Holzmann Family Foundation Gifting Criteria document and presented it at our family meeting last Thursday.

It was received rather well, all things considered.

Our legacy planner, who has been in the business for over 15 years, said, “This is the best family foundation gifting policy document I have ever seen.”

He wasn’t commenting on the purposes or directions toward which I was suggesting our family ought to give. He said it was the thoroughness and the depth of thought that had gone into it. That was certainly gratifying to hear!

I thought maybe you would like to know what I had included in the document. So here’s an outline of the subject matter covered in the document. Read the rest of this entry »

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I bumped into a cynically humorous post about charitable giving and its effects. It reminded me of a slim but instructional book that concludes with the sage observation: humility is a virtue, pride is a sin, and . . . arrogant philanthropy can wreak havoc.

But let us start with the cynical humor. Read the rest of this entry »