We are pleased announce that our special 2-Part Virtual Planned Giving Boot Camp is happening on...
Tax reform – yikes! Always supposed to simplify but always ends up being more complicated!...
Working from home meant we could vary snack and coffee breaks, change our desks or...
Source: Live One Day Planned Giving Boot Camp Looking for a one day Planned Giving...
Finally a hint as to the potential fate of the charitable deduction under any tax reform:...
This new 3-part webinar series is for major gift fundraisers who are looking to add planned gift cultivation...
I hate jumping into tax policy debates too early – Trump isn’t President yet and...
This new 3-part webinar series is for major gift fundraisers who are looking to add planned gift cultivation...
Take a close look at this slide from an assessment I recently worked on. Notice...
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Phone: 908-300-5082
We are happy to hear whatever situation you are dealing with.
Planned Giving in 2017?