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…
How can accountants, attorneys and money managers best serve multigenerational families, especially in the current economy? Things are happening fast and people want help navigating the “new normal,” according to national consultant Nathan Dungan, who will address a gathering of professional advisors on Oct. 6, presented by the Community Foundation of Greater Birmingham. According to…
In a 2010 presentation to the Private Investors Forum, national consultant Nathan Dungan tackled the challenge faced by families as they try to engage and educate the next generation about money. Dungan, founder of Share Save Spend and author of “Money Sanity Solutions: Linking Money and Meaning,” shared these challenges and some tested solutions with…
Statistics provided by Nathan Dungan of Share, Save, Spend show that, when high-net-worth individuals leave the majority of their wealth to their children without restriction, that wealth often evaporates by the third generation. Those statistics change when charity is part of the planning process. Dungan will address what he calls the wealth transfer dilemma in…
A major part of the mission of the Community Foundation of Greater Birmingham is leveraging donor giving to meet community needs. So it’s interesting to read the recent Study of High-Net-Worth Philanthropy, conducted by The Center on Philanthropy at Indiana University for 2010, which looked into the charitable habits of high-net-worth philanthropic donors during the…