Next 4 Years: Thrive or Survive?
The next four years are yours to shape, no matter who sits in the Oval Office. In times of change, there are three types of people: the delusional, the passive,... Read more.
The Art of Giving vs. Tuxedos and Hors d’Oeuvres
Philanthropy: Heart Over Glitz! When we think of philanthropy, it’s easy to picture glamorous galas, tuxedos, and polished speeches. But true giving isn’t about... Read more.
Window of Opportunity for Nonprofits
You do not have much time. Over the next fifteen years, Baby Boomers will pass along a staggering $84 trillion to their heirs and to the causes they care about—an... Read more.
Smarter Giving: How Seniors Can Make an Impact and Save on Taxes
Did you know giving to charity can save you money on taxes while making a real difference? Surprisingly, fewer than 40% of wealthy retirees know about tools like... Read more.
The Real Cost of Pet Ownership
Thirty years ago, I said goodbye to Thora, my loyal Norwegian Elkhound, as she gave me one last, loving lick—a silent goodbye that still lingers in my heart. Pets... Read more.
Rethinking Estate and Charitable Planning: Insights Beyond the Ultra-Wealthy
Rather than fixating on the ultra-wealthy, whose financial maneuvers dominate headlines but offer limited societal impact, we should shift focus to wealthy retirees—a... Read more.
No Kids? Adopt a Cause.
Ever wonder who gets the fortune when there are no kids to squabble over it? Turns out, charities, distant cousins, and even lucky pets are raking it in! A Wall... Read more.
Big Government vs Philanthropy
Discover why the future of personal philanthropy is at risk in Big Government vs Philanthropy: Let’s Keep Giving Personal. This article delves into how legislative... Read more.
Million Dollars, Thank You Card
Ever wondered how fundraisers turn cocktail-napkin promises into million-dollar gifts? Or why some fundraisers get a pat on the back while others get hailed as heroes?... Read more.
Tax Benefits and Public Subsidies:
When you think about donating to charity, what comes to mind? Most of us picture generosity and kindness—people stepping up to make the world a better place. But... Read more.