Your Next Financial Move

By admin | June 3, 2014 |

Jim is at a crossroad.  After 40 years, his highly profitable business- his passion in life – is still going strong. But with no successor within the family to take…

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What Would You Enjoy Giving?

By admin | May 29, 2014 |

Noblesse Oblige  This French phrase (pronounced noh-bles-oh-bleezh) incorporates the idea that privilege entails responsibility.  It was used in reference to people of noble birth because they were the people at…

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Feel Your Financial Planning

By admin | May 20, 2014 |

If you knew that you had one day left to live, who would you enjoy your final hours with and what would you be doing with them? What if the…

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Are You Being Asked the Right Questions?

By admin | May 20, 2014 |

Are you being asked the right questions about your money? If you don’t answer them, Uncle Sam will answer them for you. Asking the right questions will lead you down…

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A Seed Only You Can Plant

By admin | May 20, 2014 |

You have been made “for such a time as this”  Have you ever wondered ‘why me of all people have I been give the position and resources to have the…

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What Would You Enjoy Doing?

By admin | May 13, 2014 |

Lifestyle Freedom is about more than money… it’s doing what matters – to YOU! —————————————————————- What’s holding you back?  Susan T. Buffett, the late wife of billionaire Warren Buffett, was…

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How Do You Look At Your Wealth? |

By admin | May 10, 2014 |

What do Apple, Amazon, Starbucks, and your Estate all have in common? Their success depends on carefully thought-out and executed strategies. No successful business would even consider operating without a…

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Stop Squandering Your Greatest Resource

By admin | May 10, 2014 |

Your time is precious. It’s also your most limited resource, while your abundant resource is money. The question then becomes: What amount of money would you give for more time…

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Three Words for More Options

By admin | May 10, 2014 |

You’ve worked hard and now there are outstanding opportunities available to you because you have choices. Too many don’t take advantage of the choices they have. They squander away their…

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This Matters More Than You Think

By admin | May 10, 2014 |

Your wealth is more than your money.  In fact money is only a tool to accomplish something that matters… to you! Because you’re still alive you haven’t totally fulfilled that…

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Your Opportunity to Benefit

To learn more about how The Donor Motivation Program® may benefit you and your organization, request our complimentary guide, “The 37-Minute Planned Giving Landscape Conversation” with Barry Spencer by calling (678) 353-3355.