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Wealth: Grow It and Protect It, Updated and Revised by Stuart E. Lucas

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10. Making Philanthropy Part of Your Strategic Wealth Program

philanthropy: 1. good will toward all people; esp: effort to promote human welfare 2. a charitable act or gift; also: an organization that distributes or is supported by donated funds.

—The Merriam-Webster Dictionary1

Philanthropy and service to others are deeply rooted in our family purpose and are important elements of the Strategic Wealth Management Framework. From a young age, E. A. Stuart, a practicing Quaker, gave generously of both his time and his money, in good times and tough times. So when in 1937, in the midst of the Great Depression, he formed The Elbridge Stuart Foundation as a charitable trust, it was simply a continuation and formalization of a lifelong mission. Four ...

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