Blog

Showing Appreciation

Showing Appreciation

When I was chair of our church’s endowment fund, we instituted a successful program of thanking our planned giving donors. In addition to the usual written and telephone thank you, we held an event every year for the legacy society. I referred to it as our “report to...

Intelligent Planned Giving

Intelligent Planned 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...

Endowment Growth More Important Than Ever

Endowment Growth More Important Than Ever

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...

A Missed Opportunity

A Missed Opportunity

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...

Government Threatens Charity

Government Threatens Charity

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...

Your Income Tax Bill Shouldn’t Come As A Surprise

Your Income Tax Bill Shouldn’t Come As A Surprise

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...

Vacation Homes & Uninterested Heirs

Vacation Homes & Uninterested Heirs

With the end-of-year holidays just past, many can look back on time with family filled with fond memories. Some of those memories may have been generated at family vacation homes that have been enjoyed by several generations of the same family getting together for...

My Christmas Message to You

My Christmas Message to You

The Christmas holiday season is a wonderful time of year for me. Great memories, beautiful music, plays, concerts and light shows, as well good times shared with friends and family, good tidings, all contribute to this special of season . I realize , though, that it...

The Recent Tax Law Changes and You

The Recent Tax Law Changes and You

Throughout my 40 year career in wealth management, it has been totally appropriate to use the phrase “the recent tax law changes” as a way to start a conversation to motive a donor to consider taking action.  I have used this phrase as a way to differentiate an...

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...

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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?