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 Jenny Nohelty | Feb 16, 2021 | Charitable Giving, Family Resources, Legacy, Stories
There isn’t much the pandemic hasn’t changed in some way, shape, or form. A year ago, only contractors and medical professionals wore masks. Now I can whip one out of my purse in any color or pattern to match my outfit of the day! Many industries have been rocked in...
by Monique Kleinhuizen | Feb 5, 2021 | Charitable Giving, Family Resources, Giving Stories, Legacy, Nonprofit Resources, Stories
A lot has changed since 2000. 20 years ago, Bon Jovi and NSYNC were topping the charts. The World Trade Center was still standing. The Toyota Prius was brand new. People hadn’t heard of Instagram or the iPhone or COVID-19. In two decades, our world has shifted and...
