Nov 9, 2022 | Charitable Giving
We have recently found that donors who established Charitable Remainder Trusts years ago are in much different personal financial situations today than when they established the trusts. As a result, a revisit of the current operation of the trust to determine if it...
Aug 19, 2022 | Charitable Giving
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...
Apr 5, 2022 | Charitable Giving
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...
Dec 13, 2021 | Charitable Giving
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...
Oct 11, 2021 | Uncategorized
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...
