Aug 12, 2019 | Charitable Giving
Michael Rosen, in his forward to the book, Donor-Centered Planned Gift Marketing, refers to planned gifts as the major gifts of the middle class. The point being, that no donor or charity is too small to not be involved in planned giving. Planting a tree under which...
Jul 16, 2019 | Charitable Giving
Recently, articles have appeared that review the results of charitable giving for 2018. The results are in and they are not encouraging. Individual giving as a percentage of household income is not improving, and in many cases shows a small decrease. The biggest...
May 11, 2019 | Uncategorized
Recently, I attended a dinner in support of a charity. A board member who was seated next to me, asked me the question, “Do you offer family meetings? I am concerned about what the next generation is going to do with their inheritance and I want to share with them...
Apr 3, 2019 | Charitable Giving
Recently, the Secretary of Education announced the proposed end to government funding of the Special Olympics program. This was soon reversed by the President and funding will continue for now. From time to time, other charities that receive government funding are...
Mar 11, 2019 | Tax return, Taxes
I’m seeing plenty of articles and even hearing casually, at various gatherings, that many folks are being surprised this year by the income taxes they will be owing. I consider this an unnecessary surprise. While its true that a tax law was enacted that affected 2018...
