Category: Planned Giving

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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