Inherited Wealth

I hope the Major Gifts Guru doesnt mind me sharing these great tips on approaching heirs of  inherited wealth:

Here are 3 points from the article about listening to inherited wealth’s attitudes toward their money:

  • What is the heir’s role when it comes to the inheritance? Does he/she want to guard it, share it, or grow it?
  • Is the heir the first person in the family to potentially guide family philanthropy, or does a legacy of giving already exist? Is a family foundation in place? Who are the trustees?
  • What are the heir’s interests? Where do his/her passions lie? How are heir’s intentions for wealth similar to or different from whom he/she inherited it?
  • Leave a Reply

    Fill in your details below or click an icon to log in:

    WordPress.com Logo

    You are commenting using your WordPress.com account. Log Out / Change )

    Twitter picture

    You are commenting using your Twitter account. Log Out / Change )

    Facebook photo

    You are commenting using your Facebook account. Log Out / Change )

    Google+ photo

    You are commenting using your Google+ account. Log Out / Change )

    Connecting to %s