old lady smiling

Gertie’s Gift

July 3, 2017

Gertie Schmidt – Company Stock Buys Charitable Life Insurance & Creates a Legacy In 1932, Gerald Schmidt founded his own company – manufacturing dairy farm equipment. Over the years, Gerald’s company kept up with the latest in dairy farm technology and developed many new, innovative products. The company grew and…

Dana Holt

Dana’s Journey

June 14, 2017

Who leaves a lucrative corporate career to dedicate her life to teach charitable gift planning? ME! After two decades working in legal, charitable, and financial planning, I felt a tug on my mind and on my spirit. – a tug towards something new. I looked back at my professional career…