May 8, 2023 | Charitable Giving
It is a well-accepted fact that charities serve a dual mandate. On the one hand, there is a mission to accomplish. On the other hand, there is a donor base that makes this all possible. Merging mission with the support needed to accomplish the nonprofit’s goal is the...
Feb 26, 2023 | Charitable Giving
In my discussions with donors over the years, the issue of continuing support to their charitable interests often comes up. Sometimes changes are in order for various reasons. The most disconcerting reason for such changes is that the charitable organization has lost...
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...
