I have a motive, and it is a bequest.
Yes, I have a motive, and it is a bequest. As a young woman with no children, I have already created my estate plans. Yes, I have. And while those I love will be taken care of as they should. There is a time after they are gone when my assets…
Younger people want to give, but can’t!
Younger donors don't give as much. You can chase the Millennials and the generation whatever's, but if you don't take into consideration the family life cycle, then you are misdirecting your energies.What is the family life cycle I hear…
Hello, are you really listening to me?
We are all so very guilty of appearing to listen to someone, but yet already forming a reply in our head..You know, you are sitting with a donor and rather than listening, you are rehearsing what your response may be.Are you missing some…
A great time for bequests, but are you ready?
Data from the U.S. Census Bureau indicate that the number of people dying in the United States will double in the next forty years. WOW!Hard to read, but surely reality. And, sometimes reality is stark.The Baby Boomers will soon be facing…
