Recasting Donor Gifts

Recasting Donor Gifts

Several years ago a friend came to see me about his pending retirement. He had been the top sales person in his firm and the company was being sold. As he had no equity in the business, he would have to rely on the company provided retirement plan as well as his...
Need Some Volunteers?

Need Some Volunteers?

I suggest that you look in your donor data base. See if you can identify those seniors who have been consistent donors and have now reduced their annual giving. I have encountered donors in this situation, who concerned with their late in life financial situation, are...
A Post Pandemic Christmas

A Post Pandemic Christmas

I have some personal observations regarding the current state of affairs that surround me that might be helpful to you as you plan for 2022. Daily traffic, restaurants, travel, in person meetings, business interactions, personal savings, stock prices, and inflation...
Using Net Worth

Using Net Worth

Much of fundraising and gift planning is focused on gifts from income earned on the part of the donor. Given the increase in asset values during the past several decades, as well as the increase of those moving into the higher wealth categories, a renewed focus on...
Time Well Spent

Time Well Spent

One of the benefits of working in wealth management for 50 years has been the impact clients have made on the causes and organizations that they care about. Most have shared time, talents, and treasure resulting in improving the state of the world in various ways....