Give More Fearlessly

Generosity should feel empowering, not overwhelming. Purposeful giving allows you to support what matters most with confidence.
WHAT WE’LL ACCOMPLISH

Generosity with Clarity and Purpose

We design strategies that help you give boldly, with confidence in your impact and alignment with your values.

Charitable Giving Strategies

Create tax-efficient plans that maximize the reach of your generosity.

Philanthropic Planning

Align giving with your values to create meaningful, lasting impact.

Family Legacy Conversations

Facilitate clarity across generations so your giving reflects shared purpose.

Integration with Your Financial Plan

Ensure generosity is seamlessly woven into your broader wealth strategy.

For many families, giving is one of the most meaningful expressions of wealth. But without a plan, questions about timing, impact, and taxes can make generosity feel uncertain. At Morrison Nordmann, we simplify charitable planning with strategies that align with your values, maximize your impact, and give you confidence in every decision. With clarity at the center, you can give boldly today while shaping the legacy you want for tomorrow.

We help transform generosity into purpose. By designing tax-efficient charitable strategies and aligning them with your financial plan, we empower you to give more freely. Whether supporting family, faith, or community causes, we bring clarity to your giving so you can focus on the joy of making an impact.

Virtual Family Office

Our Virtual Family Office provides elite-level wealth management, integrating investment, tax, and estate planning—without the overhead of a traditional family office.

Income Conductor

Income Conductor® creates a structured, time-segmented income plan, giving you financial confidence and clarity at every stage of retirement.

Related Resources

Episode 41 | June 30, 2025

The Chancellor’s Chair: Lessons From Leading a University (Feat: Victor J. Boschini Jr.)

In this inspiring and insightful episode of Path to Abundant Living, we sit down with Victor Boschini, Chancellor Emeritus of Texas Christian University (TCU), to reflect on more than two decades of transformative leadership in higher education. From his unexpected journey to the chancellor’s office to the lasting legacy he leaves behind, Boschini shares candid stories, hard-earned lessons, and heartfelt advice for students, parents, and future university leaders alike.We explore his thoughts on the evolving role of AI in education, the importance of balancing academics with athletics, and what it truly means to lead with vision and compassion.

44:33
May 15, 2025

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