Thank you to everyone who joined us for Planned Giving 101 with Nick Foy of Greenway Wealth Advisors. If you missed the session, or want to revisit it, the presentation slides and full recording are available below.
Recommended Reading from Nick Foy
Nick shared two books that speak to the values behind thoughtful financial planning:
The Opposite of Spoiled by Ron Lieber Raising financially responsible children starts with talking openly about money. Lieber makes the case that avoiding the subject costs families more than they realize, both in practical skills and in passing on what matters most to them.
The Art of Spending Money by Morgan Housel Housel moves past generic financial advice to explore the psychology of money: how to manage wealth in a way that actually contributes to a meaningful, contented life.
Both titles are available through the Library's catalog.
Nick also recommended two titles not currently in our collection: Beyond the Grave, Revised and Updated Edition by Jeffrey Condon and I Like Giving: The Transforming Power of a Generous Life by Brad Forsma.
More Estate Planning Resources from the American Library Association
For readers who want to go deeper, the ALA recommends the following titles, all available through the Library:
8 Ways to Avoid Probate by Mary Randolph Clear offers guidance on keeping property out of probate so it reaches intended beneficiaries efficiently. Available in print and eBook.
Estate Planning Basics by Denis Clifford is a plain-English introduction to wills, trusts, guardianship, powers of attorney, and health care directives. The 10th edition reflects the latest estate planning information.
The Executor's Guide by Mary Randolph is a practical resource for anyone responsible for settling a loved one's affairs.
What to Do With Everything You Own to Leave the Legacy You Want by Marni Jameson offers step-by-step guide to turning assets, and belongings, into a lasting legacy, for readers at any stage of life.
Legal Forms (Gale) is one of the most extensive free legal forms resources available to Library patrons, including official North Carolina forms covering business, personal, litigation, and federal matters.
Let's Talk About Your Legacy
If you're considering including the Charlotte Mecklenburg Library in your estate plans, or have already done so, we would welcome the chance to hear about your intentions. This ensures your wishes are understood and honored exactly as you intend. All conversations are private and confidential.
Reach out to Teleia White at (704) 416-0803 or twhite@cmlibrary.org to start the conversation.