Look up “baby boomers getting old” on Google and you might see headlines like: Old Age Is a Myth We Need to End as Baby Boomers Retire | Time Why Baby Boomers May Never Get Old | Fox Business Growing Old, Baby-Boomer Style – WebMD Clearly pieces written by Boomers not interested in admitting their...
Baby boomers getting older…. The wealth transfer is coming…. Blah, blah, blah. The same old, same old and no real difference in the numbers for planned giving. Right? I know what I am about to say is self-serving (this is a blog and I’m constantly promoting myself and my services) but if you have a...
We’ve had over 300 people joining our two webinars on the new tax law! Thank you to everyone who joined us, and particularly those who provided feedback! If you missed either of these sessions and/or are interested in our materials (donor friendly text for a response pamphlet and an opinion article on the new law),...
Largest Single Gift – $6.24 Million – to Henry Street Settlement