Two presentations in October 2011 by national consultant Nathan Dungan, author of Share, Save, Spend, provided plenty of food for thought among professionals advisors and the families they serve. We asked Dungan to provide a few video clips related to specific challenges for the generous people of our community and the attorneys, accounts, financial planners and others who often help them sort out the balance of sharing, saving and spending that is right for their families.
Check out the Community Foundation YouTube channel for these and other videos or go directly to the following links to see and hear brief (all under two minutes) comments by Nathan Dungan on:
- Sharing through an Advised Fund
- Money as interaction, not transaction
- How advisors help families link values & money
To find out more about how the Community Foundation of Greater Birmingham can help you find the right solution for yourself or a family you serve as an advisor, contact Erin Stephenson or explore our resources for Donors and for Professional Advisors.