Tag Archives: planned giving

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

School of Hard Knocks

I have attended the school of hard knocks when it comes to planned giving.  When I look back  over a 20 year period on my experiences engaging donors about making a bequest, each and every instance has taught me valuable … Continue reading