Without a lot of fanfare, Congress actually passed something and it was signed into law by the President! One of my clients alerted me to this new law – not sure if that says more about me or the stealthiness of this one slipping through. In any case, the Secure Act will be law as...
I am pleased to announce a special event – The State of Planned Giving in 2020 and Beyond – will be happening on December 16th, including live on-site presentations in Newark, NJ, as well as opportunity to participate via your computer anywhere in the world! CLICK HERE TO LEARN MORE OR REGISTER This is the first live,...
Recently, a client of mine set up some sort of widget on their website to encourage gifts of real estate – and guess what – we have too many leads, most of whom are not connected to the charity and were just looking online for ways to gift their unwanted real estate. Apparently, a lot...
If you have ever worked with (as an adviser, fundraiser, or whatever) a high net wealth family (tens of millions and up), you’ll know this is different territory than even your regular major gift donor. For the past 13 years, in addition to being a Planned Giving consultant, I’ve moonlighted as a Trusts & Estates...
Maine is officially the oldest state! (According to the Weldon Cooper Center for Public Service at the University of Virginia). And, Maine – with over 20% of its population over age 65 – is perhaps the first “Super-Aged” state in the U.S. (Florida, West Virginia, and Vermont are not far behind). CLICK HERE FOR AN...