Jul 6, 2020 | Charitable Giving
The current politically charged environment offers plenty of opportunity to become increasing concerned about the future. Martin Luther once said, “Even if I knew that tomorrow the world would go to pieces, I would still plant my apple tree.” I feel that this quote...
May 1, 2020 | Charitable Giving, Financial planning, Investing
Recent events have many development professionals scratching their heads with regard to asking for needed funds. With all the media attention being given to the reduced economic activity and diminished wealth, not to mention an unprecedented health crises, it’s no...
Apr 3, 2020 | Charitable Giving
The current economic environment, although quite different in many respects, is somewhat reminiscent of the 2008 financial crises. Back then, financial markets responded by adjusting downward in value to reflect the reality of the time. I was meeting with a client of...
Mar 9, 2020 | Charitable Giving
Former GE CEO Jack Welch passed away this week. He once said, “Only satisfied customers can give people job security. Not companies.” I think a parallel can be applied to the philanthropic community. Charities are financially secure when they are supported by their...
Dec 5, 2019 | Charitable Giving
Thanksgiving is past and Christmas is not far away. Black Friday, Cyber Monday and Giving Tuesday have also passed. It has become a time of year when a lot of organizations are asking me for money. Most of what the merchants are offering are not in my size nor do they...
Nov 5, 2019 | Charitable Giving
Some people live with a mentality of scarcity and some with a mentality of abundance. Some think of charitable giving as taking a piece of their pie and giving it away so less pie remains for them and their family. But charitable giving is more like inflating a...
