It is common knowledge that women are influential in decisions on money. They live longer, own more than half the nation’s wealth and represent nearly half of affluent investors. It is widely expected that two-thirds of privately held assets will [...]
Most ministries and foundations that we talk to are in a quandary about the “right” communication with their donor/partners. They want to talk to them about planned giving, but they feel that they need to concentrate on current giving. Often [...]
Warren is 75 years old. He is an annual giver to ministries of $5000. He attended a presentation sponsored by a particular ministry on Estate Planning and Planned Giving. As a result of the presentation, he decided to gift stock [...]
Most ministries constantly struggle between a careful balance of raising funds to meet the needs of the people or causes they serve and being in a genuine relationship with the people who support them financially. When the subject of a [...]