Insights
Our vision of wealth extends far beyond the boundaries of the stock market. Read on to discover our observations, explanations, and experiences in helping individuals, families, and foundations build enduring wealth.
Archived Articles
Boost the Impact of Charitable...
June 26, 2023
For years, charitable giving has been one of my personal passions. I currently serve as a board member for and advise numerous private family foundations, and I have served as Chairman of the Board for a local community...
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A Handbook on Giving
December 17, 2021
Gideon Bernstein Turns Up the Volume on Giving
If Gideon Bernstein has one theme in life, it is surely ‘giving.’ A founding partner of Leisure Capital Management and our Chief Investment Officer, he spends many of his days helping our clients grow and protect their wealth. Muc...
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Please Give on GivingTuesday
November 29, 2021
We’re giving on GivingTuesday!
Thanksgiving is a traditional time to both give thanks and to give to others. Building on that sentiment, GivingTuesday was created in 2012 to encourage people to do good and give generously on the Tuesday after Thanksgiving. The ...
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The Simple Joys of Giving
April 29, 2021
Giving: An Introduction
In the midst of the coronavirus pandemic, I decided to write a book about charitable giving. As I’ve watched people everywhere respond to the global call to help others, two things have become glaringly clear to me. First, that i...
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How We’re Giving in 2020
November 23, 2020
Giving thanks... and giving
    "When we give cheerfully and accept gratefully, everyone is blessed."  — Maya Angelou   It’s been a tough year. That’s putting it mildly. Though while there have been many challenges that have come with th...
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April 2020 Newsletter
April 30, 2020
Rescuing At-Risk Charities
The CARES Act can boost your giving power The coronavirus has been devastating for individuals, businesses, and communities the world over. And yet one shining light throughout the pandemic has been the outpouring of love and...
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