Seriously, I was overjoyed when I read Seth Godin’s post about having your health care instructions written out in advance for you and your family. This is a huge gaping hole…
Read MoreAt Boomfish Wealth Group, we’ve found that the vast majority of wealthy individuals and families want to give back. But they also want to make their donation count. The same…
Read MoreAn inheritor is a person who receives any amount of money – from $100 to $100 million – because of their relationship to the giver, not their own work to…
Read MoreThe City of Alpharetta is having Halloween a little early this year: in June! At the city’s Freaky Friday Pool Party, Alpharetta residents can enjoy a screaming good time with…
Read MoreWe love it when people live out their big futures and we love to help strategically align resources to create even bigger futures. One resource is money and although it…
Read MoreSaving is important, no matter what your income or age. However, too few Americans save to the extent that they should. Often, people will undermine their savings habits by committing…
Read MoreSummer is the perfect season to get outside and enjoy the gorgeous Southern weather with friends and family—whether that is playing baseball with the kids, visiting the Atlanta zoo, or…
Read MoreOne of Atlanta’s most-loved festivals, the Food and Wine Festival returns this summer to celebrate everything culinary that Atlanta has to offer. The Food and Wine Festival offers a myriad…
Read MoreA recent article in the Wall Street Journal underscores what I’ve said before when discussing the fiscal cliff: don’t mind the hype. Surrounding the fiscal cliff, media stories were filled…
Read MoreAccording to a recent study from the Urban Institute, younger generations may be worse off, now and in the future, than their parents before them. According to the study, which…
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Top 10 Planned Giving Challenges
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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.