Retirement
“News”
The news today comes at us fast and furious. It is laced with emotionally charged words, regardless of which side of the argument you are on. But think for a…
Read MoreNew Normal
What could be beneficial now more than ever is assurance that the uncertainty of our present time is “normal.” The uncertainty of the election results, economic outcomes, and market volatility…
Read MoreThis Conversation Matters
The planned giving conversation matters for the donor. While annual giving meets immediate needs quicker than planned giving, don’t dismiss how planned giving can help. Too many dismiss planned giving…
Read MoreChoose Happy
It was Monday. Some dread it. Some love it. Some wait around to see what the day delivers before they decide what kind of day it will be. There are…
Read MoreThree Donor Questions
“But dad what do I say?” This is the question my kids ask me when faced with a challenge in their studies and they don’t even know what to ask…
Read MoreThe Business We Are In
The role of the development professional is to raise money for the organization in order for it to fulfill its mission. But the real business we’re in is story-telling. Donors…
Read MoreNew Donor Motivation Program National Insights
The one thing that can pay multiples in a pandemic and coming out of any challenges is to focus on learning and growth. Learning is the information and wisdom you…
Read MoreInvestments that Matter
There are few investments in life that are “sure” things. The investment of time, energy, and money in a relationship with a son or daughter is one of them. This…
Read MoreWhat Are Your Prints On?
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 life-prints. Fingerprints…
Read MoreRoy Disney & Ted Turner Used This
How did Roy Disney sell $100 million in Disney stock and pay no up-front capital gains taxes on the sale? How did Ted Turner sell around $20 million of AOL…
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