Category Planned Giving Commentary, Uncategorized

Time to get your planned giving act together!

March 15, 2018
Baby boomers getting older…. The wealth transfer is coming…. Blah, blah, blah.  The same old,...
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Category Uncategorized

2018 TAX BRIEFING RECORDINGS AND MATERIALS AVAILABLE TO PURCHASE

February 13, 2018
We’ve had over 300 people joining our two webinars on the new tax law! Thank...
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Category Uncategorized

Next Planned Giving Boot Camp Dates Announced

February 9, 2018
Click Here for More Info!  Next 6-Part Webinar Course Starts March 21stvia Planned Giving Boot...
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Category IRA Direct Rollover Gifts, IRAs, Uncategorized

IRA Rollover Giving – IS Your Org Eligible?

February 6, 2018
Should be an easy question.  Except that it isn’t always so clear. With IRA giving...
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