What does bling have to do with estate planning? I have worked with folks from all walks of life. Counseling them about wills, trusts and estates. Many folks who come in for advice are hard working blue collar laborers, others are very well off, and some are considered wealthy. If you are part of the … Continue reading Bling Generation
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?
Let’s get something straight from the beginning. Running a nonprofit is no small feat. Due to the business structure of nonprofits, their leaders have many tricky nuisances to navigate. Keeping the nonprofit in compliance with government rules and regulations is not for the faint of heart. The list of things to do while operating a … Continue reading Three Lessons Retailers can Teach Nonprofits About End of Year Fundraising
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
First, Happy Holidays and Merry Christmas to you and your family. This is a busy time of year. All kinds of events, tasks, obligations and requests are being made of your time and energy. What’s a person to do with all of the demands? Well, after you focus on taking care of yourself amidst all … Continue reading Here’s Why You Should Make a Holiday List and Check it Twice