Glenn and Nancy have been what most would consider successful and even some would consider wealthy – although they don’t feel this way. Yet they know they have been blessed…
Read MoreAt least it should be. Fred and Millie Cargill had been married forty years. Although they both came from what most would consider to be humble beginnings, their families wanted…
Read MoreIt seems as if the world’s billionaires are in a race to see who can give away their money the fastest. Warren Buffet famously pledged to give away 99 percent…
Read MoreBecause building this matters more than the money If you were to ask a class of Kindergarteners what their parents do for a living, the answers can be amusing. You’ll…
Read MoreInspiring a legacy Dick was the owner of one of the largest recreational vehicle retailers in the country. He had asked the youngest of the three children, Loren, to work…
Read MoreTo steward and decide what’s best for you, your family and your future… and remove what potentially stands in the way. Jim and Marge attended one of our retirement briefings…
Read MoreThe health event arrived and he wasn’t prepared… not financially anyways. He had achieved much success and accumulated wealth but never invested the appropriate time and energy into protecting and…
Read MoreComplication seems to be the way of life these days. And we long for the… simple days. Yet we don’t desire for the complex to go away because that is…
Read MoreTwo CEOs are better than one! There are two CEOs in most wealthy families. There is the chief executive officer, and the chief emotional officer. The chief executive officer understands…
Read MoreWhen Americans travel overseas the tendency is to talk s-l-o-w-e-r and LOUDER. It’s actually quite humorous to observe, but the results are futile. When my wife lived in China she…
Read More
Top 10 Planned Giving Challenges
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.