7 Questions to Ask a Nonprofit Before Making a Major Gift
Before clients make their charitable intentions official, we encourage them to do a little research on and ask a few questions about the organizations they want to remember with a bequest or other planned gift.
6 Non-Cash Giving Strategies
We often share that 91 percent of an average American’s estate is made up of non-cash assets like real estate, retirement funds, stocks, securities, or business- or farm-related goods. It’s […]
Things to Know Before Setting Up a Trust
What is a trust, and how does it work with a legacy plan? Where does a will fit in? These are all powerful documents, and it’s important to understand how […]
Top 5 Tax-Effective Ways to Give at Year-End
As you begin to make year-end giving decisions, you might wonder how to make the biggest bang with your philanthropic buck. Here are some ideas for giving in a big way, even without impacting your day-to-day cashflow.
Legacy and Estate Planning Basics
We function as third-party consultants, “sitting in the middle” with clients as they create a legacy plan that celebrates their values and what makes them unique, while maximizing how they’re […]
How to be a Guardian or Minor’s/Spendthrift Trustee
Memorial Day is a chance to remember those who made the ultimate sacrifice for our country. It’s a time to stop and think about those who gave their time–and some, […]
What are Powers of Attorney and Healthcare Directives?
In our work, we spend a lot of time talking with clients about what will happen after they’re gone: where will their assets go, who will handle their estate-related decisions, and who will take care of their children/pets, etc. Power of Attorney (POA) documents/roles are incredibly powerful–but they come into play when someone is alive, but incapacitated–so it’s important that when someone is named a POA, they understand what they’re responsible for, and what to do next. Here’s a handy guide!
What is a trustee, and what should you do if you’re named one?
Whether you’re naming people to serve in key estate roles, you’ve been named in someone’s plan, or you’re just learning more about legacy planning, there are some important things to think about. We’ve taken our webinar content and put together a high-level, downloadable guide, and we hope it’s helpful to you!
Non-Cash Gifts: The Future of Philanthropy
Did you know that less than 10% of America’s wealth is held in cash? It’s true. Most of our assets are things like real estate, retirement accounts, and stock portfolios. […]
How to Communicate Your Legacy Plan
“It seems so easy or obvious to communicate a plan, but it’s amazing the reaction we get from families who see an estate document for the first time and can’t […]