By Laura A. Roser “I was born with a wooden spoon in my mouth,” Jennifer Lanzetti told me in a recent interview. “My parents didn’t have a lot of money, but boy did we have a lot of love.” In her teens, Jennifer was diagnosed with severe endometriosis. Over eight years and fifteen surgeries, she…

By Laura A. Roser The Bhagavad Gita is a 700-verse Sanskrit scripture that is part of the Hindu epic Mahabharata. It tells the story of a warrior—prince Arjuna—who must decide whether or not to go to war with his cousins to gain rulership over the kingdom. His cause is just, but Isn’t it a sin…

By Timothy Hutchinson We need a new word. A word for the quiet people, the unsung people, that do the right thing, the difficult thing, the in the muck and abhorrent thing, the stand up thing, the thing that makes society better, the I love this much thing, the selfless thing, the kind thing, the reach…

By Natalie P. Wagner “Let the beauty we love be what we do.” —Rumi In my mid 20’s, I worked what seemed to be a “good job” in the corporate world. It started great. I enjoyed my team, was developing my skills, and was proud of the money I earned. Together, these experiences gave meaning…

By Christopher Zacher Jamie Forbes turned a passion for giving into his life’s work. For Jamie Forbes, philanthropy is a family affair. In his work as a philanthropy advisor, he focuses on helping individuals and their families discover the joy of giving. As a Founding Partner at Forbes Legacy Advisors, Jamie works with families to…

By Daniel Slone Replacing the unending pursuit of happiness with the quest for a meaningful life In college, Emily Esfahani Smith embarked on a search for happiness. Since everyone insisted that the path to happiness is success, that was the road her quest took. Yet contrary to what our culture told her, she did not find…

By Sterling Foundation Management Take your foundation to the next level in the new year. Philanthropy and its challenges are not new. Aristotle, who lived 2,400 years ago, was aware that “to give away money is an easy matter and in any man’s power. But to decide to whom to give it, and how large,…

By Laura A. Roser Your Personal Legacy Statement Your Personal Legacy Statement is your declaration of how you’d like to live your life and impact others from an ethical standpoint. It’s different from goals, which are about achievements. The objective of a Personal Legacy Statement is to clearly state your principles, how you intend to treat…

Monroe Diefendorf Wants to Redefine the Meaning of Inheritance By Christopher Zacher Monroe Diefendorf understands the importance of strong financial planning. Having been born into Diefendorf Capital’s life insurance legacy, founded by his great-grandfather in 1875, Monroe (who goes by Roey) found a place for himself in the family business, working alongside his father. He…

By Laura A. Roser How the U.S. Compares to the Middle East, Latin American, and Asia Business succession expert Kelin E. Gersick has consulted with families from all over the world. “All families have much in common,” he says, “but they vary in important ways.” One way he mentions is the status and attention given…

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