Author Archives: Bill Petruck

Estate Planning As A Part of Strategic Philanthropic Giving

Estate planning can be your unique selling proposition to encourage philanthropy. When you look at individuals who are significant donors to charities, many of them have already written wills and established financial plans. This type of planning allows them to … Continue reading

FUNDING matters – 20 Years of Success

Last month was a great one for me. I noticed a number of individuals who liked or congratulated me on Linkedin and Facebook in celebration of FUNDING matters Inc.’s 20th anniversary and it reminded me of how far along I’ve come … Continue reading

Financial Wellness is the Cure for Philanthropy

We are all familiar with the phrase healthy, wealthy and wise. I wake up each day as do many of you thankful for our health and the opportunities ahead. We know that there are many factors which affect how we … Continue reading

The Most Important (and Earliest) Fundraising Lesson

My earliest fundraising lesson began in 7th grade when my teacher asked the class, “Do you want basketball hoops or not?”  The answer was easy but getting there was hard. My school did not have a gym. The closest thing … Continue reading