hands making a heart

Donor Advised Funds: Your $85 Billion Dollar Best Friend

March 26, 2018

Everywhere I turn people are talking about Donor Advised Funds. They’ve been popular for several years, but lately they’re really hitting their stride. The recent tax law changes have raised a renewed interest in these powerful creatures due to the “bunching” strategy discussed in my January article. People are considering…

girl calculating

A Fundraiser’s Guide to New Tax Rules: Volume 2

February 12, 2018

Hello again, friends! In this 2-part series, we are tackling the new tax changes and what they mean for charitable giving. In the last article, we looked at itemized vs. standard deductions, “bunching”, and the Qualified Charitable Distribution. If you haven’t yet read Volume 1, I highly encourage you to…

zipper showing year 2018

A Fundraiser’s Guide to New Tax Rules: Volume 1

January 17, 2018

Hello Friends! It’s a new year and if you haven’t yet heard, we have some new tax laws to tangle with. Much has been written about how these new rules will affect everyone, including charities. It can seem scary, because let’s face it – most people don’t like to talk…

baseball field

Think Your Small Charity Can’t Play In the Big Leagues? Think Again! Three Steps to Every Large Gift

December 18, 2017

Have you ever thought that the smaller organization you serve can’t raise large major and planned gifts? If so, you’re not alone. Bigger gifts can feel very intimidating because they seem complicated and impossible to tackle. Where do you even begin? I’m here to demystify it and point you in…

Holiday dinner

The Great Divide Between Clients & Advisors: Part 3 of 3

December 5, 2017

The Meaningful Charitable Conversation “All you can take with you is that which you’ve given away.” ~Written on George Bailey’s office wall in It’s a Wonderful Life This time of year – like no other time – we hope a little bigger; we feel things more deeply; we remember holidays…

red, yellow and orange flowers

The Great Divide Between Clients & Advisors: Part 2 of 3

October 24, 2017

For many years we assumed we knew what motivated people to give. Oh sure, we know it makes us feel good, but when people make BIG gifts isn’t it primarily motivated by financial and tax reasons? The answer is no. Tax benefits are an added bonus, but in the vast…

hands showing an item

The Great Divide Between Clients and Advisors: Part 1

September 29, 2017

According to a study by U.S. Trust most high net worth clients say their advisors aren’t good at philanthropic planning. Wow! That’s quite a statement. The study further revealed that clients and advisors have vastly different expectations about how the charitable conversation should go. Most advisors believe they should avoid the conversation…

woman working on a laptop

Women Demand More From Their Money – The Rise of Gender Lens Investing

July 24, 2017

Women give differently. They invest differently. And now these two are joining forces. If you pay attention to any sort of financial news, you have heard or read something about how women invest differently from men. They tend to take a more patient approach, don’t tend to make snap decisions,…

Two people having a chat

The Power of "Presence"

July 17, 2017

First impressions can make or break you. You know this if you work with donors or clients. You would be surprised at how fast people form opinions of us. The smallest details of our presence (how we present ourselves) speak volumes about us in the first few seconds of an…