35% of adults in the U.S. say they or someone they know experienced familial conflict because an estate plan or will was not put in place. Webinar: October 25th 2-3PM Help your donors help themselves: This new, comprehensive webinar will focus on estate planning best practices. We’ll show you how to: ensure your final wishes...
I have been asked to offer a 4-part interactive Zoom Planned Giving Boot Camp starting towards the end of November. Click here to check out this new program. Here is the schedule and session descriptions (limited enrollees accepted so that it can actually be interactive!): Monday, 27 November 2023 12:00 PM – Monday, 18 December...
The Great Wealth Transfer: Is It Really Here? Webinar Sept. 20, 2 pm EST For close to 20 years, I have been annually gathering data points from Giving USA, VSE, IRS, Census Bureau and more – looking to see if the Great Wealth Transfer predicted in the 1990s is finally here. This presentation is the cumulation of...
For those who have been following my blog (founded in 2010), you should know that this is a big topic for me. I have the BC prophets from the mid-90s to thank (or curse) for their outlandish predictions of a Golden Era for nonprofits through planned giving. Are their predictions finally starting to come true?...
After being on my own since 2011 (that’s 12 years – my longest “job” tenure by far), my planned giving consulting services are moving to PlannedGiving.com! Check out their new consulting landing page! Also, my next webinar is happening on May 31 at 2 pm – click here to learn more and don’t forget my...