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Charity and Taxes

Charity and Taxes

According to the latest report from the Association of Fundraising Professionals, charitable giving has taken a hit in 2018: Among 13,000 organizations analyzed, they’ve found a 2 percent drop in money donated and a 6.6 percent drop in donors over last year. The...

New Tax Act Planning

New Tax Act Planning

The recent tax law change enacted last year will affect every 2018 taxpayer. Those who contribute to charitable causes may be surprised to learn that they will be among those most affected. This is because many deductions may be limited under the new law....

An Offer to Donors

An Offer to Donors

C.S. Lewis once wrote, “For many of us, the great obstacle to charity lies not in our luxurious living or desire for more money, but in our fear - fear of insecurity.” Point being, there is a perceived competition for a limited amount of financial resources. If I, as...

An Idea To Improve Your Retirement Years

An Idea To Improve Your Retirement Years

Folks at or near retirement often are at a reflective stage in their life. By this time, personal finances are typically well defined and what to do with their remaining years starts to enter their thinking. Many, now having time, talent, and treasure look to move...

When Will You Develop Your Legacy

When Will You Develop Your Legacy

There is a lot of interest these days in financial planning circles about Legacy. This may be the result of the county’s aging demographic and the fact that the greatest wealth transfer in history will soon be taking place as the current generation passes on. Clients...

Day 1 Benefit Dinner Honoring the Legacy of Joan and Bill Law

Day 1 Benefit Dinner Honoring the Legacy of Joan and Bill Law

It was a privilege to speak at the Day 1 Benefit Dinner honoring the Legacy of Joan and Bill Law. They were a pleasure to know and to work with. Gracious,  generous, low key and effective, they epitomized success while serving others. Supportive of their family,...

Our Quest For Significance

Our Quest For Significance

Each of us, through our contributions as volunteers and benefactors, holds the power to change the course of society for the better. We can leave our mark on this world with the time and resources that we dedicate to others. That is what becomes our legacy. The...

How Can Your Nonprofit Startup Attract Donors?

How Can Your Nonprofit Startup Attract Donors?

Starting a nonprofit is no different than starting a for-profit business. There are thousands that spring up each year, and unfortunately, thousands more that go under within their first few years of existence. The reality is, even the best causes aren’t enough to...

Be the Quarterback of your Legacy

Be the Quarterback of your Legacy

With football season underway, I’ve been thinking a lot about the parallels between the sport and retirement, specifically legacy building. In today’s game, there’s no quarterback with a greater legacy than Tom Brady. Forgive me, Falcons fans, but it’s true, and we...

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How Do we shape our legacy?

Start by answering one simple question:

Why?

Find Your Why

Keep In Touch

Join Patrick’s email list to receive updates, legacy planning tips and more!

  • This field is for validation purposes and should be left unchanged.

How do we shape our legacy?

Start by answering one simple question: why?