Archive for November 2024

This is the time of year when it is becoming clear to the donor what their total income will be for the year. They are also calculating their tax liability.…

The power of the planned giving message for donors is as powerful as ever. One donor (I’ll call Joe) heard our presentation on the power of planned giving. At first,…

New or Normal? What could be beneficial now more than ever is assurance that the uncertainty of our present time is “normal.” The uncertainty of today’s election results, economic instability,…