Whew, what a relief, the presentation is over AND it went well. Julia and I were workshop presenters for the 2018 CAGP National Conference in Winnipeg. We presented “Wisdom of the Ages, Building Successful Intergenerational Relationships” to 50 conference attendees. Creating refining and presenting with Julia was a highlight for me. She was brilliant and we had fun.

People came up to us later to say they found it very worthwhile. One colleague (who has no reason to lie) said, “My board is full of millennials. I don’t know how to talk to them. I wrote a note to myself – use slide #7 at the next board meeting to set the stage for inviting them to each leave a bequest.” What a great feeling to be appreciated and to assist a colleague.

The 2018 CAGP speakers were all superb. We heard a refugee’s tale, a donor’s journey and a father-daughter fundraising duo talk about the future of generosity. We know so much has changed in the last 30 years: the way we give, who we give to, and how we give have changed. Now there is online giving, crowd funding, and gifts of publicly traded shares. What will the philanthropic landscape be like in 30 years?

Yet the highlight for me was a presentation by Thomas Deans. He wrote a book titled Willing Wisdom.  He is a New York Times best selling author, but that wasn’t what made it stand out for me.

In 1992 I went back to school to pursue a doctorate. My thesis centered around getting church people to talk to their adult children about their inheritance. I have paper and computer files about the thesis. I almost finished the program to receive the doctorate but stalled out attempting to formulate the right questions to ask to start the conversations. Now, there standing on the stage in front of me was the man who had found the right 7 questions and wrote the book on the subject. I was so relieved to find out that what I had dreamed of pursuing was a worthy dream and was now a book that was helping literally hundreds and hundreds of people.

It also gave me permission to clean out my closet full of information. Does anyone need any 3.5 inch floppy disks for their old Compaq 386 computer?

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