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​Giving Wisely

​How to Foster Flourishing Over Entitlement



One of the most common concerns we hear from clients revolves around how to share wealth with family members without encouraging entitlement. To help our clients, we developed a multi-stage communication process that takes into consideration your goals and the readiness of the recipient.

In this white paper, we walk through thought-provoking questions to ask about yourself and potential recipients. A few of these include:

  • What do you hope to achieve with your gifts?
  • What is the recipient's stage of development? Do you trust him or her to use good judgment?
  • How much is enough? Should all gifts be fair and equal?

We believe it can be valuable to communicate about potential gifts openly, well before they are finalized. We provide tips on when and how much to communicate depending on your situation and the life stage of your recipient.


  • The steps to giving wisely include clarifying your intentions, understanding your recipients, communicating more rather than less, and letting go of what you cannot control.
  • Making gifts with spirit starts with asking the right questions.
  • Once you’ve asked the right questions to gain clarity about yourself and your recipients, one of the most important factors in giving wisely is communication.
  • Part of giving wisely is to acknowledge the reality that we cannot control everything we would like to. We can only control what we say, what we do, and how we respond to events.