Author Archives: Ed Duke

Family Values

Many financial institutions are conducting seminars, camps and work shops for the 20-30 age group of very wealthy families. Usually with assets of a $100m and up. J.P. Morgan invites young adults to their Next Generation Leadership seminars.  Citigroup Private Bank runs a course focusing on children of their wealthy clients.  Wachovia, Lehman Brothers, and Northern Trust just to name ...

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Retirees Expected to have Better Health and Wealth

The Census Bureau’s recently released 242-page report on the aging  population showed that todays older Americans are markedly different from previous generations.  They are more prosperous. And that difference will accelerate as the first boomers hit retirement age in 2011.  The coming changes will have a profound effect on the face of American society and the shape of the economy. ...

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Some new ways to fund raise

Young donors pressed for cash, driven to make a difference, yet turned off by seated dinners are turning to dodgeball tournaments, scavenger hunts, mustache-growing contests and a host of other unusual incentives to raise money.  Should we revisit Jail and Bail?

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Wal-Mart seeks to raise its charity profile

Wal-Mart has embarked on a shift in its approach to charitable giving.  It has launched a national partnership with America’s Second Harvest, a leading anti-hunger group.The strategy made sense in that they wanted their stores to be seen as part of the community, says David Hessekiel of Cause Marketing Forum. And Target has combined local giving with Take Charge of ...

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