Financial Growth

Lifeprints You’ve heard it said, “You can’t take it with you. There are no U-Haul’s behind hearses.” Yet, we forget the incredible legacy we can leave. We call them lifeprints.…

The Big Charity Myth Who did better at preserving their wealth: the American industrialist – who became known as the father of modern American shipbuilding, founding Kaiser Shipyard, which built…

Give This Blessing to Your Donors Start the New Year by… Thanking donors for their generosity in 2025 and helping them find their own reasons to give again, and give…

New Year, New Way to Set Goals Instead of New Year resolutions, set personal goals. Set goals around the behaviors and mindsets you can control, that can lead you to…

Inoculate Them… Against Affluenza When our founder, Scott Keffer, spoke to a small group of very successful business owners who belonged to the Young President’s Organization (YPO), they asked him…

The track sprinter doesn’t sprint continuously. The tennis match doesn’t continue on from one point to the next without giving the players a moment to catch their breath. Football has…

What movie will you watch on Thanksgiving? It’s A Wonderful Life? Love this classic! George Bailey was a giver. As you know from the movie, George needed help understanding the…

Making a Connection Can you see it? Can you feel it? Technology and social media are leading many to feel disconnected from each other and causes. Now more than ever,…

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,…