When going into a meeting with someone who you want to introduce legacy giving to,...
Check out this 50 minute webinar presentation that is a follow-up to my previous blog...
Throughout my 20+ year career in law and planned giving, I see various patterns that...
Your nonprofit has an ironclad gift – in some trust or an irrevocable pledge for...
If you have been reading my blog for awhile, you’ll know that I don’t like...
I just gave a webinar last week on Professor Russell James’ brain research findings (click...
I love that title. Not mine though. It is the title to an article in...
If you are in need of drawing out planned giving donors and prospects, take a...
Of course, yes! Anything that makes it easier for our donors with greater tax incentives (real or...
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Great Wealth Transfer Is Back?