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
A question that I am asked on a regular basis is, “How Often Should I Update my Estate Plan?” The question is not as clear-cut as you may think. Here is some information to keep in mind: Life: Weddings, births, new job, divorce, family dynamics, retirement, business ownership, new assets, illness, and death. Change Happens. … Continue reading Change Happens: Why you Should Update Your Estate Plan
As an entrepreneur and business owner, your “To Do List” never ends. The tasks pile up with a frequency that is reminiscent of an automatic feeder system in an assembly line. You tackle the most important and pressing items first. Then, you look at the next crisis to avoid and how to prevent a near … Continue reading 3 Things a Business Owner Should Think About
The idea of unclaimed assets is exciting to many people. If you are thinking, why would someone have unclaimed assets? According to an article on the USA TODAY website, there are several reasons why someone would end up with unclaimed assets. One of the culprits for unclaimed assets is poor estate planning. Which of course … Continue reading Do You Have Unclaimed Assets?
Finally the weather around the country is warming up. The snow and ice in the Northeast was relentless this winter. Hospital emergency rooms, chiropractors offices and pharmacies were bombarded with patients suffering from broken bones, sprains and other injuries caused by falling on ice. What a relief to see the snow, ice and sleet finally … Continue reading 7 Estate Planning Items for Your Summer Checklist
Did you know that Older Americans Month is in May? Every year since 1963, US presidents have proclaimed that during the month of May we should acknowledge the contributions of those over 65. The theme this year focuses on keeping seniors safe from injury, accidents, violence and abuse. On April 30, 2014, The White House, Office … Continue reading Safe Today, Healthy Tomorrow – Older Americans Month – May 2014
This is Part 1 of a 3 part series that focuses on Women and Estate Planning as we celebrate Mother’s Day 2014. Part 1 sheds some light on beneficiary designations and staying involved in the estate planning process. The life expectancy of women continues to rise, leaving women widowed at a higher rate than men. … Continue reading What Does Estate Planning Mean for Women? Part 1