How can we do a better job passing on wealth--not just money, but vision, purpose, values, perspective, family stories, and so much more . . .--from one generation to the next?

Let's talk about it!

The Legacy Lounge is a place for people involved in the legacy- and estate-planning process to help first-generation donors maximize the effectiveness of their gifts (again: not just money, but vision, purpose, values, perspective . . .) for future generations. It's also for second- or third-generation recipients (and donors!) to talk about their experiences and insights--with one another and with the generations before them.

Let's grow . . . together!