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
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?
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
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
(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
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
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
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?
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 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