Awareness: Links and Tools

Establishing the need for conversations about family wealth and the importance of philanthropy in successful wealth transfer.

  1. The Right Side of the Table: Where You Sit in the Minds of the Affluent? Scott Fithian and Todd Fithian, Denver: FPA Press, 2007
  2. Bolder Giving ( A website with many inspiring stories ‐ well organized according to geography, age, giving level, and affinity issues – and so much more.
  3. The Hidden Gifts of Helping: How the Power of Giving, Compassion, and Hope Can Get Us Through Hard Times, by Stephen G. Post. The author is a professor of preventative medicine and director of the Center for Medical Humanities, Compassionate Care, and Bioethics at Stony Brook University. He ties generosity and caring for others to improved health and well‐being for the giver, using supporting scientific research and with spiritual understanding and insight.
  4. Center on Wealth and Philanthropy, Boston College ( Founded in 1970, CWP is a recognized authority on the relation between economic wherewithal and
    philanthropy, the motivations for charitable involvement, and the underlying meaning and practice of care.
  5. Wealth in Families, by Charles W. Collier (‐families‐Charles‐W‐Collier/dp/B0006S8Y3G). Collier is the Senior Philanthropic Advisor at Harvard and states his purpose in writing the book “to encourage people to think deeply about the fundamental questions surrounding your financial wealth and its effect on your family.” Well worth the read – filled with key questions/insightful observations.