Archive

Tip #7 discussed an easy conversation starter with donors called a Charitable IRA Rollover. The immediate tax benefit of writing...

If you still haven’ t taken a look at Tip #6, The Pen Is Mightier, we hope this month’s contribution...

Unless you’re in the business of finance, people tend to shy away from talking about their personal finances. In fact,...

There’s not a lot of thought put into using acronyms. The only time we notice them is when we don’t...

There are several reasons why making a Charitable IRA Rollover or Qualified Charitable Distribution is in the best interest of...

Jargon can make for efficient communication when discussing ideas with colleagues, but when industry-specific vocabulary works its way into conversations...

You don't need to know everything about planned giving. It's ok to answer a question with "I don't know but...