There are many angles to planned giving – Is it about the “vehicles”? The tax advantages that some offer? Or, is it about newsletters and marketing and websites and emails? Or, simple bequests? Or, perhaps, leadership campaigns? Or, connecting with professional advisors? Well, here is a definition of Planned Giving that I have found (now...
In the summer of 1992, my first law school summer, I interned for the Planned Giving director at the MetroWest Jewish Community Foundation. So, it’s 30+ years since I was introduced to this field (1998 since leaving law practice to focus full-time on this field – 25 years)! I have been through a lot –...
With the next new Legacy IRA Act primed to bring more Planned Giving into your discussions with donors, now is the time to get ready! Initiating Legacy Conversations CLICK HERE TO REGISTER February 1, 2023 2:00 – 3:15 PM EST Do you have trouble initiating a planned giving conversation? Do you clam up when it’s...
Next Wednesday, January 18, 2023 2 PM EST I will be on a panel discussing Online Will Planners – no cost! Click this link to learn more! Webinars ONLINE WILL PLANNING: The Good, The Bad and the Ugly Wednesday, January 18, 2023 2 PM EST Over the last several years there has been a proliferation of online will-planning...
With the next new Legacy IRA Act primed to bring more Planned Giving into your discussions with donors, now is the time to get ready! New webinar: Initiating Legacy Conversations Save the Date February 1, 2023 2:00 – 3:15 PM EST REGISTER Do you have trouble initiating a planned giving conversation? Do you clam up when...