by Monique Kleinhuizen | Apr 6, 2021 | Estate Planning, Family Resources, Legacy, Nonprofit Resources
Every great legacy plan begins with “why.” On the first meeting in our Legacy Gift Planning Program, we routinely ask families why they work hard, who their loved ones are, and what causes they’re passionate about. They often get big, goofy grins on their face and go...
by Ryan Johnson | Mar 31, 2021 | Charitable Giving, Estate Planning, Family Resources, Legacy, Nonprofit Resources
I’ll be honest: the first time “legacy planning” came up in conversation, I wasn’t even sure what the phrase meant. I was casually chatting with a friend and shared some of my passions for personal finance, stewardship, and interpersonal communication. She...
by Monique Kleinhuizen | Mar 9, 2021 | Charitable Giving, Estate Planning, Legacy, Nonprofit Resources
Let’s say you’re in leadership at a small nonprofit. One day, longtime volunteers Alex and Ana pull you aside and tell you they’ve decided to include your organization in their estate plan in the form of a bequest at their death. You don’t know if they’ve bequeathed...
by Ryan Johnson | Mar 2, 2021 | Estate Planning, Family Resources, Law and Legislation, Legacy
We all know we should have a will. Creating one is one of those vague to-dos I intend to get to someday. There are stories upon stories of high-profile, incredibly high-net worth individuals—Tony Hsieh of Zappos, Aretha Franklin, and even Prince—who’ve passed away...
by Jessica Nafe | Jan 25, 2021 | Estate Planning, Family Resources, Legacy, Stories
After college, “adulting” seemed to come at me quicker than I expected. I’m building a career and paying off school and have a bazillion other things going on, with a pandemic beside. I don’t feel like I have a lot of assets to think about, so a legacy or...
by Jenny Nohelty | Jan 12, 2021 | Charitable Giving, Estate Planning, Legacy, Nonprofit Resources
Just before year-end 2020, Mackenzie Scott (former wife of Amazon CEO Jeff Bezos) made some major waves in the philanthropic world. A “tsunami” might be a better way to describe it. She announced that after months of research, she had given $4.16 Billion to...
