National Lutheran News, Reviews

A generation preparing for the greatest wealth transfer ever

Eighty-six percent of Baby Boomers and 74 percent of their elders believe that family stories are the most important aspect of “legacy,” according to a 2012 Allianz study. A 2005 Allianz study states that values and life lessons are the most important inheritance to receive and provide.

Personal wealth estimated at $41,000,000,000,000 (that’s trillions with a “T”) will be transferred in the coming years from the Greatest Generation to the Boomers and on to the Boomer Echo.

There must be a way to reconcile these two realities and pass on values, life lessons, and family stories — wisdom — along with material assets. There is, and who better than the pioneers of value-inspired philanthropy — those who have truly walked the walk — to show us how. These are their stories.

A 2005 Allianz study states that values and life lessons are the most important inheritance to receive and provide.

In Whose Big Idea Was That?, authored by attorney and entrepreneur Jo Kline Cebuhar, the founders of remarkable charities step out from the pages of history to show us that value-inspired philanthropy is the manifestation of donors’ core principles, affirming what they stand for and how they want to be remembered. Each determined founder saw a problem, envisioned a solution and made it happen.

Cebuhar says, “These pioneers of value-inspired philanthropy have timeless lessons to share. Their stories of courage and determination prove that we can create enduring legacies by identifying what we stand for and then supporting charities that affirm our values.”

Whose Big Idea Was That? shows how simple it is for each of us to do the same. Donors and supporters will learn how to boost the impact of their time, talents and treasures by choosing causes that affirm their ethical legacy. Fundraisers and development officers will discover how to engage donors and foster loyalty by clearly communicating a charity’s values through the story of its founder’s ideals and historic courage.

Whose Big Idea Was That? was released on September 1, 2012. It can be purchased at www.Amazon.com.

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