Total charitable impact


Vanguard Charitable Summer Reading List 

To many, summer reading is synonymous with a mystery or thriller that is best enjoyed at a beach or by a lake. As you prepare for any getaways you may have planned, here is a suggested list of great titles specifically about philanthropy and family wealth planning which you may want to tackle between your lighter fares. 

If you have time this summer to read one (or many!) of the titles below, I hope you find that they will inform as well as inspire your giving. 

Rather than just take my word for it, here is what some reviewers on Amazon had to say. 

Get Inspired 

Giving 2.0: Transform Your Giving and Our World- Laura Arrillaga-Andreessen and Lisa Cordileone 

A constructive, entertaining, and motivating call to action, Giving 2.0 is an essential tool for anyone passionate about creating change in our world. Philanthropy: Your Step-by-Step Guide to Creating a Giving Plan and Leaving a Legacy - Tracy Grady 

An indispensable resource, Inspired Philanthropy can help you craft giving and legacy plans, and provides insight on the right questions to ask nonprofit organizations and advisors to set a successful charitable strategy.

Give Smart: Philanthropy that Gets Results – Thomas J. Tierney and Joel L. Fleishman

In Give Smart, authors Tierney and Fleishman provide great knowledge on how to use your philanthropy dollars in a tactical way that will produce greater results and reach more individuals and communities. 

Saying “Yes” Wisely: Insights for the Thoughtful Philanthropist – Richard Marker

A compilation of compelling essays, Saying "Yes Wisely will help everyday philanthropists make thoughtful charitable decisions. Answering questions he has received over the years from his students, clients, and colleagues, Marker delves into the real issues regarding charitable giving.


Family and Wealth Planning

Wealth in Families – Charles W. Collier

A former Harvard University senior philanthropic advisor, Collier writes about the role charitable giving can play within families, advising how to transfer both financial assets and philanthropic values from generation to generation.

Family Wealth – Keeping It in the Family: How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations – James E. Hughes Jr.

The first edition of this book was a privately published, word-of-mouth classic. This newly revised edition of Family Wealth helps guide families on a successful, long-term wealth preservation journey.

Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values – Roy Williams and Vic Preisser

The fascinating account of the authors’ research regarding the legacies of more than 3,000 wealthy families, Preparing Heirs is a useful guide to ensuring a smooth transition of wealth to your children and grandchildren. 

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