Attorneys · Business · Charitable Giving · Elder Law · Estate Planning · Health

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

Attorneys · Business · Charitable Giving · Estate Planning · Mother

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

Charitable Giving · Charities · Nonprofits · Planned Giving · Tax Exempt Organizations

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

501(c)(3) · Charitable Giving · Churches · Planned Giving · Tax Exempt Organizations

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

Attorneys · Business · Charitable Giving · Estate Planning · Nonprofits

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?

501(c)(3) · Attorneys · Charitable Giving · Charities · Churches · Estate Planning · Faith Based Organizations · Foundations · Lawyers · Nonprofits · Planned Giving · Tax Exempt Organizations

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

501(c)(3) · Attorneys · Charitable Giving · Charities · Churches · Corporate Giving Programs · Estate Planning · Faith Based Organizations · Foundations · Nonprofits · Planned Giving · Tax Exempt Organizations

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