It is not every Monday morning that you wake up to a new (and unsettling...
Our next Planned Giving Boot Camp, starting Monday, March 23rd at noon EST, will be offering 7.5...
Am I the only one not happy about the SECURE Act’s so-called anti-abuse rule? Read...
Here is the headline that caught my attention this morning: There’s now a record number...
Ok, I’m ready to give a briefing on the surprise new law – The Secure...
Without a lot of fanfare, Congress actually passed something and it was signed into law...
I am pleased to announce a special event – The State of Planned Giving in...
Recently, a client of mine set up some sort of widget on their website to...
If you have ever worked with (as an adviser, fundraiser, or whatever) a high net...
Maine is officially the oldest state! (According to the Weldon Cooper Center for Public Service...
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