Philanthropy Heirs & Values


How Successful Families Are Using Philanthropy To Prepare Their Heirs

By Roy Williams & Vic Preisser

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“. . . right on target! This book proves that philanthropy is an incredible teaching tool for your family once you know how to apply its power . . .” – Bill Lane, Founder, Sunset Magazine

“. . . an outstanding tool to put into the hands of every family with sufficient wealth to engage in philanthropy . . . very practical . . .” -Jim Miscol, Vice Chairman (ret.) Bank of America

“This book is a great tool for preparing the third generation and as a refresher for those of us who started with Preparing Heirs.” -Jim & Becky Morgan, Morgan Family Foundation

“This book should be the handbook for all philanthropic advisors throughout the country.” -Don Hartmann, Director, International Association of Advisors in Philanthropy

“This book outlines appropriate ways to involve children in various ages in family philanthropy . . I wish we’d had access to this resarch years ago.” -Marvi Ricker, Vice President, Philanthropic Services, BMO Harris Private Banking

“A timely primer . . . that helps to correct the problem . . . of successful family business going under because the next generation wasn’t prepared.” -General P.X. Kelley, 28th Commandant of the Marine Corps, Chairman, Air Warrior Courage Foundation, Director, J.F. Lehman & Co.

Product Description

This book reveals the findings from a study of 100 family philanthropies reveals how those families (sometimes unintentionally) found philanthropy to be a “stealth training tool,” teaching their heirs about finance, accountability, mission and the importance of values. It’s filled with examples showing how children as young as age 5 benefited from participating with the family in their giving program.

Product Details

Hardcover: 165 pages
Dimensions: 8.6 x 5.6 x 0.9 inches
Publisher: Robert Reed Publishers
ISBN: 1-931741-51-4

Additional information

Weight 12.4 oz
Dimensions 8.6 × 5.6 × .9 in

Philanthropy Heirs & Values

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