More than any other book on the intersection of wealth, family, charity and personal fulfillment, Randall J. Ottinger's Beyond Success: Building a Personal, Financial, and Philanthropic Legacy convincingly illuminates the challenges faced by all who struggle with how best to transform their material success into lives that will bring personal fulfillment to themselves, their families, and their heirs, as well benefit to the wider world around them. It provides an entirely new framework for thinking about how, at the prime critical junctions over a wealth-generator's lifetime, he or she can confidently deal with those challenges in ways that bring lasting satisfaction.

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This first-of-a-kind book by Roy Williams and Vic Preisser of The Williams Group reveals the hidden power of philanthropy to prepare your heirs for wealth and responsibility. After interviewing 3,250 affluent families and examining almost 100 family foundations, the authors disclose how successful families are using philanthropy to teach their heirs Values, develop their appreciation for focus on a specific Mission, and instill a sense of Accountability. In many cases, the use of philanthropy as a teaching tool by the family leaders determined whether or not the family remained unified—and financially successful—in their post-transition period. As in their prior groundbreaking book Preparing Heirs © 2003, the authors provide exercises, examples and checklists for each of five major age groups, beginning at age five. The book is easy to read and filled with specific guidance and examples. Viewing philanthropy as a tool to improve your odds of post-transition success adds a new benefit to the traditional rationale behind family foundations and family giving programs.

Authors: Tracy Gary with Nancy Adess
Description: Soft Cover, 308 pages

With practical, step-by-step information, this third edition shows how everyone can align and integrate values, passions, and dreams for their communities and families into their plans. It explains how to make a difference by creating giving and legacy plans, tells what questions to ask nonprofits, and spells out how to help donor partners with advisors for inspired outcomes. Whether you are a donor, an advisor, or a nonprofit, Inspired Philanthropy helps you with inspired, clear, and thorough giving and legacy planning.

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Giving is the product of an extensive research and writing project that involved the knowledge, ideas, and expertise of 80 of the most talented charitable planning authorities – including accountants, attorneys, and financial advisors. Their research focused on the most important questions that their clients ask of them and the answers they give to help clients create meaningful charitable giving plans that also incorporate family, financial, retirement, estate, and business planning goals.

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21-page values based questionnaire for clients/donors

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