Category Archives: Tax Benefits

Visual Planned Giving by Dr Russell James III

Dr. Russell James has gone and done it again, creating a meaningful book, which reinforces the importance of why visualization is essential in major charitable giving both as a major and planned gift. Visual Planned Giving: An Introduction to the Law … Continue reading

Peter Gilgan – Power Donor® Extraordinare

Why do I call Peter Gilgan a Power Donor®?  It’s simple, just imagine a world where everyone donated 1% of their net worth; if you are worth $1 million that would be a $10,000 donation to charity. Now, imagine donating … Continue reading

Grow A Relationship – Agree About Money

Money is often cited by relationship experts as the number one reason for relationship failure, in particular marriage. Why is money such a strong factor in determining one’s success in marriage, longevity and health? Maybe it really isn’t money that is the major … Continue reading

Donate to Eliminate

I was encouraged to see the Laura Saunders’ article Tax Smart Philanthropy Made Easy in the Wall Street Journal (WSJ). This has been a key element of what we have been speaking to advisors, charities and individuals about in getting their … Continue reading

Charity and The Small Donor

Top 5 Reasons you need to pay attention to the small donor: 1. They give without any attachments to how their money is used.  They trust the charity to invest the money in the areas of greatest need and help … Continue reading