For close to 20 years, I have counseled colleagues into whether to join the planned...
First question on IRA giving that reached me today. Individual over age 70.5 already took...
The IRA giving provision is on the books again! Hooray! Now what? It is December...
Thank you PPP for your announcement – click the picture to see it. Yes, we...
Ok, it’s December 11th and we still don’t know if the IRA giving provision will...
I have a Google alert that anytime “tax extenders” is in the news, I...
My last post on IRA giving without the IRA law reenacted created a stir among...
Last week, I gave a presentation at the Planned Giving Council of Greater Philadelphia and...
Since we launched our popular planned giving boot camp webinar series, we have had many...
[polldaddy poll=9115775]Try anything new lately with your planned giving marketing? Let’s face it, we are...
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