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?
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