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The Thing You Push Against is the Thing That Lifts You Up

Friend, Steve Meyers, once again challenges the status quo with his insights into approaching donors and meeting them where they're at. Steve's article is the first part of a new series we have in mind, following on the groundbreaking work in personalized...

29 Dec 2016 | General , | Practice | National Publication | Article | 3 comments

I provide a rebuttal for my earlier article and remove my tongue from my cheek.

This is my obviously tongue-in-cheek list of suggestions for each of you. Better yet, do what my kids always did. Do the opposite.
Randy Fox interviews John A. Warnick about the upcoming Fusion Collaboration in Colorado.

Author Bruce DeBoskey looks ahead and gives predictions of six dynamic trends that will shape the future of giving.


Don't miss the chance to learn about the founding events of American gift planning!  If you come to the National Conference on Philanthropic Planning (NCPP) in Orlando, please attend my Summit Track session.  See the outline below, to be accompanied with...


I received a LinkedIn post yesterday posted by Oliver Welty, CFRE. The post linked to Arthur C. Brooks op-ed in Sundays New York Times. The title was simply...

Charitable donations typically drop off after a surge at the end of the year.

Both advisors and clients benefit from discussing charitable giving earlier in the year. Here are 10 signs that your clients need help with charitable planning.

2 Jun 2006 | Practice | National Publication | Article | 1 comments

Two years ago, the PGDC published an article by Betsy Mangone in which she discussed how nonprofits can build effective working relationships with professional advisors. In this follow-up article, Betsy identifies three factors influencing the non-profit sector's...

If you have worked in the for-profit and nonprofit sectors, you know they are quite different; each having its own culture, vernacular, and business practices. Many well-meaning advisors approach nonprofit and charitable organizations seeking to partner with them in...
21 Oct 2003 | Practice | National Publication | Article
It's been said there are two things you don't discuss in polite company: religion and the new address of the Cubs fan who tipped the foul ball during game six of the Cubs/Marlins series. In this case, Florida attorneys Jason Havens and Thomas Wells share their thoughts...
3 Jun 2002 | Practice | National Publication | Article

Are you or any of your colleagues considering becoming more involved in charitable gift planning? In this article from The Journal of Practical Estate Planning, Chicago-based philanthropic advisor Betsy Brill discusses the value of advisors...

28 Jan 2002 | Practice | National Publication | Article
In this article from The Journal of Practical Estate Planning, Johnne D. Syverson looks beyond the traditional "by the numbers" approach to financial planning to the discovery of a family financial philosophy. Just what does a Junk Yard Attorney Foundation do? Click...
18 Jul 2001 | Practice | National Publication | Article
Do any snowbirds flock to or from your community? In this edition of Gift Planner's Digest, Nancy Turrell, CFRE explores the motivations and giving habits of these migratory philanthropists.
11 May 2000 | Practice | National Publication | Article
Would you like to hear about marketing charitable lead trusts from the planned giving officer's viewpoint? In this edition of Gift Planner's Digest, Brown University's Marjorie Houston provides a general overview of nongrantor CLTs and why discussing family issues is...
5 Apr 2000 | Practice | National Publication | Article
"Family wealth counseling" is a revolutionary approach to working with wealthy families that has swept the country over the past several years. In this edition of Gift Planner's Digest, Denver Certified Financial Planner Peter Tedstrom outlines this process and how it...
8 Mar 2000 | Practice | National Publication | Article
How does one integrate philanthropy into the wealth transfer planning process? In this edition of Gift Planner's Digest, Houston gift planner Paul L. Comstock answers this and many more questions in his thoughtful article, "Three-Dimensional Estate Planning."
14 Dec 1999 | Practice | National Publication | Article
What makes philanthropists tick? In this edition of Gift Planner's Digest, University of Kentucky's Dan L. Hendricks reviews the cognitive processes that foster specific and innumerable acts of charity in his article, "Insights that Foster Planned Gifts."
24 Nov 1999 | Practice | National Publication | Article
It's December 1st and you receive a phone call from a client who has just decided she wants to create a family foundation -- by year-end! What do you do? In this edition of Gift Planner's Digest, San Francisco-based consultant Jeff Shields discusses "Family Adventure...
3 Nov 1999 | Practice | National Publication | Article
What are the two greatest misconceptions people have about their wealth? Well, if we told you that, you wouldn't have to read this week's Gift Planner's Digest article by Jay Link. "Understanding Your Wealth: Avoiding the Two Greatest Misconceptions" provides an...
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