I interviewed a longtime friend, fellow investor and client, Craig from Oregon. He is a second-generation steward of a few hundred doors he and his father built and operated for over half of a century. We discuss the foundations they’ve built with the agency they’ve experienced over the years and the benefits of these tools for giving. We get as much as we give when it comes to charity – listen in and find out how.

Highlights

  • Craig’s family involvement in his business
  • The current size of his investment portfolio
  • Comparison between Craig’s and his parents’ foundations
  • Craig’s advice on choosing the right attorney for creating a personal foundation
  • The detrimental effects of government control on charities
  • The personal benefits of being directly involved in one’s own foundation
  • His experiences with his own foundation.
    Acknowledgement and gratitude shared between Craig and Gary

 

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