Family and Wealth

Entrusted. Building a Legacy That Lasts
by David York

David has a practice which is unique in that York & Howell focuses on family mission statements, purpose, identity, etc., before they focus on how to pass wealth on to heirs and/or charity or other beneficiaries. The book deals with challenging topics as How Much is Enough?, Preparing Your Family for the Money, The Roles of Family Governance and Generosity, etc., which are extremely thoughtful and provocative.

The Gift of Lift
by David York

This book examines the difference between the concepts of ownership and stewardship which is very helpful for clients who are reviewing their estate plan.

Wealth in Families
by Charlie Collier

Charlie worked with large donors at Harvard University for 30 years and much of his book centers on the discussions he had with them about how they deal with the problems that come with wealth. Charlie was a friend to Jamie Bush who appreciated how he dealt with his clients in a sensitive way and communicated on these issues.

Identity

The Call. Finding and Fulfilling the Central Purpose Of Your Life
by Os Guinness

Os Guinness is a member of the famed brewery family in Ireland and an internationally acclaimed speaker on cultural renewal topics. This book is a helpful guide to exploring who you are and how that can inform what paths you should or should not consider in life.

Living the Life You Were Meant to Live
by Tom Paterson

Renowned management consultant, Peter Druker, partnered with Tom Paterson for decades and said that he was the most brilliant strategic consultant in the world. Paterson counselled thousands of business executives in the art of creating a life plan and after he came to faith, he expanded the pool to include non-profit leaders. This book is written from the context of his faith, but the content and lessons are valuable for secular or faith-filled leaders.

Charitable Giving

Give Smart, Philanthropy That Gets Results
by Thomas Tierney and Joel Fleishman

Two incredibly thoughtful people, one a strategic consultant and the other an academic scholar, on a very complex and, for many people, confusing topic. The book provides a very helpful look at several different ways to give, helping donors and potential donors develop their own style of philanthropy that fits their goals, personality, and/or family needs.

The Giving Done Right podcast

This podcast features insightful conversations led by two of CEP’s leaders as they interview individuals from across the philanthropic landscape. From donors and nonprofit executives to philanthropic advisors, each episode offers practical wisdom and real-world perspectives. It’s an invaluable resource for anyone seeking clarity and confidence in their giving, especially those navigating philanthropy after selling a business, retiring, or receiving an inheritance.