Visionary Voices

Depiction of elderly couple strolling

Estate Planning Paralysis

Estate planning can feel overwhelming for many donors, often leading to delayed decisions or even giving up entirely. With so many options—charitable trusts, wills, beneficiary forms—and the added complexity of tax laws like IRS §170, it’s no wonder people experience “choice overload.” This article dives into the very real struggles donors face when navigating these decisions, sharing relatable examples of how too much complexity can stall the process. It also offers practical advice on how simplifying choices and having thoughtful, sincere conversations can help donors move past indecision and confidently align their giving with their values.

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Woman holding a Yorkie on shoulder.

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 Street Journal article highlights an interesting trend: charities, distant relatives, and even pets are becoming the beneficiaries of surprise inheritances. For those of us in the nonprofit sector, this is a wake-up call—a significant opportunity to engage with a growing demographic that’s thinking beyond traditional family boundaries.

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