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How Might We Make Wise, Responsible, and Fair Philanthropic Contributions?

February 7, 2019 by Avi Kantor

In several ways, Jackson is one of the philanthropy “capitals” of America, if not the world. Jackson is the home of dozens of nonprofits, both large and small, focused on numerous worthy causes. Every week it seems, there are fundraisers and other events calling our attention to challenges and issues in the world.

Most of us want to help to make the world a better place both now and in the future. But herein lies a dilemma: with the sheer number of nonprofits, the diversity of causes, and the volume of requests for contributions, how do we act in a generous yet thoughtful and authentic way? How might we contribute wisely, responsibly, and fairly?

Without attempting to answer these questions comprehensively, here are a few thoughts:

1. We owe it to ourselves to identify and articulate our deeply-held beliefs and worldviews.

If we haven’t thought deeply about why we do what we do or why we want what we want, deciding on a course of action can be confusing and a bit overwhelming. This can be especially true when it comes to philanthropy and charitable giving. Discovering our motives, how to give, and why becomes an important precursor to fulfillment and meaning through philanthropy.  123  

There’s a paradox in asking “why” we do things, however. In our experience, people get stuck trying to answer “why” questions. If you’ve ever dealt with a child’s endless asking “why”, you know what we mean. “Research has shown that we simply do not have access to many of the unconscious thoughts, feelings, and motives we’re searching for…we tend to invent answers that feel true but are often wrong.” 4  Instead, we’ve found and research verifies that asking “what” leads to greater self-discovery and self-awareness.  5  

2. Inevitably, we must learn to say “no” kindly and with gratitude.

Sometimes it’s not easy to say “no” to nice people with a worthy cause. Yet, if we are truly to live our lives deliberately and intentionally, we must be discerning in our contribution choices. At the same time, gratitude – expressing respect, appreciation, and generosity of spirit for others and what matters to them – remains foundational in all of our endeavors.

3. With an over-abundance of choices, it might make sense to foster collaboration among competing interests.

Our experience has been that seeming cooperation among competing interests has often masked a quiet, unspoken competition for dominance and control. We can passively accept this reality or we can learn new ways of coexisting, collaborating, and thriving. Much of our work is dedicated to teaching and learning better ways to collaborate.

1) Wealthy People Give to Charity for Different Reasons Than the Rest of Us, Daisy Grewal, Scientific American, July 25, 2017.

2) 5 reasons why people give their money away – plus 1 why they don’t, Sara Konrath, and Femida Handy, The Conversation, November 26, 2107.

3) How to Get Donations? 14 Reasons Why People Donate, Network for Good, Best Practices, October 6, 2015.

4) What Self-Awareness Really Is (and How to Cultivate It), Tasha Eurich, Harvard Business Review, January 4, 2018.

5) Ibid.

Filed Under: Philanthropy Tagged With: Community, Fulfillment, Gratitude

Jackson Institute for Wealth and Wellbeing Wilderness Adventure

August 20, 2018 by Avi Kantor

Continuing our efforts to develop “The Jackson Institute for Wealth and Wellbeing”, a small group of us experienced a unique wilderness adventure in August. Led once again by Jackson resident, botanist, educator, and outdoor adventure guide Trevor Bloom, we hiked, camped, and fished in a remote, private, permit-only area outside of Jackson.

Jackson Institute for Wealth and Wellbeing Wilderness Adventure
Jackson Institute for Wealth and Wellbeing Wilderness Adventure

What was so special about this particular hiking, camping, and fishing experience (after all, aren’t such experiences commonplace in Jackson)? Inspired by our vision for the institute, we were exploring how we might capture and capitalize on the abundance surrounding us in Jackson to facilitate and create experiences for families and family leaders; experiences that might elevate joy, connections, and gratitude; experiences that might foster curiosity, wonder, and imagination.

Jackson Institute for Wealth and Wellbeing Wilderness Adventure
Jackson Institute for Wealth and Wellbeing Wilderness Adventure

The next Jackson Institute for Wealth and Wellbeing community learning events will be held later in September. Together we will build a platform to gain clarity and be intentional achieving a life well-lived and creating the impact we desire. You will:

  • Be introduced to breakthrough learning techniques;
  • Experience how Gratitude can transform negative experiences into positive outlooks; and
  • Learn how to turn life experiences into learning opportunities and positive outcomes.

Please contact us info@certiorgroup.com to RSVP.

Filed Under: True Wealth Tagged With: Community, Family, Leadership, Life Experiences

3 Lessons from Thurman Munson

July 23, 2018 by Avi Kantor

Thurman Munson was an All-Star catcher for the New York Yankees in the 1970’s. He was one of only 4 catchers in Major League Baseball history to win a Rookie of the Year Award, a Most Valuable Player Award, a Golden Glove Award for fielding, and a World Series title during his career. Tragically, in 1979, at the peak of his career, he died when he crashed while piloting his own private jet.

Munson had purchased the jet a year before the crash so that he could fly himself home as frequently as possible from New York to Canton, OH where his family lived. He was still taking flying lessons when the crash occurred.

Thurman Munson

Thurman Munson died from the injuries he suffered during that crash. He was 32 years old. He was survived by his wife and three children. The New York Yankees, the defending World Series Champions from 1978, finished fourth that season. They would not win another championship for 18 years.

There are many lessons to be gleaned from this story. Here are three that come to mind for me:

It’s one thing to buy a jet (actually and metaphorically); it’s another thing to fly it. By analogy, many of our clients “buy” sophisticated financial and legal (trust, estate, tax, and corporate) structures. And by analogy, we’ve made it our focus to facilitate collaboration among other high-level professionals and oversee the operation of these complex financial and legal strategies.

Despite our good intentions, there are unintended consequences to the things we choose to do. We intend to do good things with and for our family, friends, and colleagues. But are we ignoring risks that will permanently impact those around us?

We cannot delegate our presence. There were multi-million-dollar lawsuits and settlements as a result of the Munson crash. But the money could never replace Thurman Munson as the New York Yankee’s catcher, the husband, and the father of three children. Our contributions to others are important and valuable; perhaps more valuable than we fully realize.

Filed Under: Family Office Tagged With: Collaboration, Community, Family, Family Office

Launch of “The Jackson Institute for Wealth and Wellbeing”

July 20, 2018 by Avi Kantor

We launched “The Jackson Institute for Wealth and Wellbeing” on Friday, July 20th.

Jackson Institute for Wealth and Wellbeing
Jackson Institute for Wealth and Wellbeing

By most accounts, a good time was had by all, The support of a community of like-minded people is invaluable in building and maintaining an optimal wealth and wellbeing mindset. We missed those of you who couldn’t attend and a big “Thank you” to those of you who attended.

We also hosted a hike in Grand Teton National Park with botanist, educator, and outdoor adventure guide Trevor Bloom. As we expected, it was an experience like no other, hiking through wildflowers and the incomparable Teton terrain.

Hike in Grand Teton National Park
Hike in Grand Teton National Park

The next Jackson Institute for Wealth and Wellbeing community learning events will be held later in August. Together we will build a platform to gain clarity and be intentional achieving a life well-lived and creating the impact we desire. You will:

  • Be introduced to breakthrough learning techniques;
  • Experience how Gratitude can transform negative experiences into positive outlooks; and
  • Learn how to turn life experiences into learning opportunities and positive outcomes.

Please contact us info@certiorgroup.com to RSVP.

Filed Under: True Wealth Tagged With: Community, Life Experiences, True Wealth

Wealth and Wellbeing

June 16, 2018 by Avi Kantor

We launched our “Wealth and Wellbeing” community at an event in February.

Wealth and Wellbeing
Our next Jackson Wealth and Wellbeing community learning events will be held the weekend of July 20-22.

As we alluded above, we’ve discovered that the support of a community of like-minded people is invaluable in building and maintaining a True Wealth Mindset.

Please contact us info@certiorgroup.com for more information and to RSVP. We hope you’ll join us!

Filed Under: Recent Events Tagged With: Community, Wellbeing

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