Why You Should Not Wait Another Day to Join this Conversation

​In a few days, Baltimore will be abuzz with people  from all over the nation. They will be in a conversation that you should be a part of. Answer a few quick questions to find out what this conversation has to do with you: Do you work for a nonprofit (leader, employee, volunteer)? Are you … Continue reading Why You Should Not Wait Another Day to Join this Conversation

When’s the Best Time to Get an Estate Plan?

One of the frequent questions I get is - “when is the best time to get an estate plan?” How do I answer this question - that depends. Most often the answer I give is what you’ll read below: When all is well with you - that’s the best (ideal) time to get your estate … Continue reading When’s the Best Time to Get an Estate Plan?

3 Things a Scoop of Ice Cream Can Tell You About Estate Planning

How in the world does ice cream and estate planning end up in the same post - is probably what you are thinking? Ice cream is not just kids' play. The treat has national recognition on a grand scale. In 1984, President Ronald Reagan proclaimed July as National Ice Cream Month and established National Ice … Continue reading 3 Things a Scoop of Ice Cream Can Tell You About Estate Planning

Reality Check, You Have an Estate Like it or Not

   Here's something to think about. Few people realize that regardless of assets - we all have an estate.  What the digits look like on your bank statement do not matter when it comes to having an estate.  If you have no children or a lot of children, you have an estate.  Being a Millennial … Continue reading Reality Check, You Have an Estate Like it or Not

Happy Mother’s Day From a Grateful Daughter and Auntie

(Photo & video: Models)                                                           Happy Mother’s Day! If you have been fortunate enough to be a mother or care for a young person in a motherly way - … Continue reading Happy Mother’s Day From a Grateful Daughter and Auntie

The ABCs of Planned Giving for Nonprofits: What Your Nonprofit Should Know

Join us – Nonprofit Leaders: executive directors, officers, development staff, board members, etc. Find out why your nonprofit should have a Planned Giving Program. This event will provide attendees with a straight-forward, lighthearted  approach to the topic. Learn about the benefits of planned giving as another way to fundraise – for the upkeep of your nonprofit organization, to … Continue reading The ABCs of Planned Giving for Nonprofits: What Your Nonprofit Should Know

FREE Workshop: The ABCs of Planned Giving for Churches: What Your Church Should Know

Join us- Church Leaders: pastors, deacons, ministers, bishops, elders, trustees, steward board members, etc. Learn about the benefits of planned giving as another way to fundraise - for the upkeep of the church, to assist those in need and build an endowment. Planned giving is a way to grow and sustain your church for generations … Continue reading FREE Workshop: The ABCs of Planned Giving for Churches: What Your Church Should Know

What Ideas Should an Estate Planning Attorney Blog About?

Is there a topic that you want to learn more about? During a recent discussion about "Blogging for Lawyers,” I had an aha moment. Here it is: Ask followers, connections, network members and others what topics are of interest to them. Seeking input from readers is not a new idea, but it has never been done on this … Continue reading What Ideas Should an Estate Planning Attorney Blog About?

The Five Ws of Planned Giving for Your Nonprofit

Are you curious about Planned Giving and how your nonprofit can get started with a program? If so, I have prepared a presentation for an upcoming event and I would like to share it with you. Click the link below to get your free download (pdf): The Five Ws of Planned Giving: Who is involved … Continue reading The Five Ws of Planned Giving for Your Nonprofit

The Overlooked Fundraising Gem: Planned Giving

The Overlooked Fundraising Gem: Planned Giving If you are involved with a nonprofit – 501(c)(3) organization, listen up: Executive Directors, Development Directors, Church Leaders, Faith Based Leadership, Board Members, Donors and Supporters. Planned giving (click here for free eBook) is a form of fundraising that has adjusted to trends in charitable giving for generations. Through … Continue reading The Overlooked Fundraising Gem: Planned Giving