Twelve Months of Practical Gift Planning

January 18, 2021

Hello and Happy 2021! It’s been quite a while since I’ve written to you. So many times I sat down to write, but ultimately decided not to crowd the already crowded airwaves with another message. If you’re like me, you received more blog posts in 2020 than you could read. …

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THE BIG 3: Top Year-End Giving Strategies

December 2, 2019

Originally posted December, 2019. Updated November, 2023. With year-end getting closer and closer, we don’t have a great deal of time to plan complicated gift strategies, but there are three simple ways that we can give big and give strategically before the end of 2023. #1: Appreciated Securities Appreciated securities…

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Entrepreneurs – The Powerhouse of Philanthropy

October 22, 2019

Did you know that entrepreneurs are the most generous segment of American society? According to a study by Fidelity Charitable, entrepreneurs are leading the way in virtually every area of generosity. From giving, to innovating, to volunteering – they’re doing more. If you’ve ever worked with a business owner, you…

sign reading "next big thing"

What The Heck Is Program Related Investing (PRI) and Why Should I Care?

June 25, 2019

Program Related Investing (PRI) is the Next Big Thing in Philanthropy. The potential is completely untapped. Let’s break it down. About 10 years ago I heard about PRI for the first time. The Community Foundation for which I worked  dipped it’s toe into the PRI world when it began making below-market…

Four pink piggy banks in a row.

Elevate Your Planned Giving Program Without Breaking the Bank

April 24, 2019

Most of the small to mid-size nonprofits I coach ask me the exact same question: “How can we start or up-level our gift planning program without a huge investment?”  My advice is always the same. You can raise big planned gifts with little or no additional investment. You should focus…


Cryptocurrency? You MUST Be Joking!

February 11, 2019

The word cryptocurrency strikes fear and confusion in the hearts of most people these days. We ask things like: Is it real? If so, WHAT is it? Is it risky? Why is this even a thing? I felt the same way for a long time – until I had to…

gorilla zen

The 800 Pound Gorilla of Philanthropy

December 19, 2018

Gorillas are Bigger Than They Appear. Earlier this year I wrote an article entitled “Donor Advised Funds: Your $85 Billion Dollar Best Friend”. It reviewed the data behind the multi-billion dollar donor-advised fund business. Well, it’s a new year and, frankly, Donor Advised Funds are bigger now than I think…

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Start Your Engines: It’s IRA Season!

November 1, 2018

Originally posted November 1, 2018 | Updated September, 2023 ‘Tis The Season Over the past few years, donors have gotten the hang of using the Qualified Charitable Distribution to their great advantage. Charities are starting to promote it and Advisors are realizing the incredible tax benefits for their clients. This…

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The Curious Case of the Stock Option

October 1, 2018

Over the years I’ve received numerous calls and e-mails from advisors and development officers  with the same question. It goes like this. “I am working with a business executive who has a lot of stock options. Can she donate those to charity?” The answer is “usually no”, but they still…