Category: Planned Giving

June 8, 2018

Is it Time to Hire a Consultant?

I don’t normally do this, as I like to create as much of my own content as I can to share with my clients, prospects, and monthly Blog audience; however, I read an article last month by the Champion Group, a fundraising consultant business in Birmingham Alabama, that I just had to connect with and […]

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August 16, 2017

Leaving A Legacy

The dictionary would define Legacy as a gift or a bequest, that is handed down, endowed or conveyed from one person to another. It is something descendible one comes into possession of that is transmitted, inherited or received from a predecessor. The idea of leaving a legacy is the need or the desire to be […]

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May 11, 2016

Impact Giving

On April 26, 2016 I had the privilege of attending a seminar put on by Mike Skrypnek for Operation Eyesight on income tax and estate tax reduction. Mike is an author of three books on business and philanthropy, including his most recent “Big Impact Giving”, and is an expert in guiding families in their personal […]

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