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YEAR-END ALERT!: Regarding Charitable IRA Rollover contributions

For your donors over age 70 ½, the Charitable IRA Rollover has become an increasingly popular method to distribute their Required Minimum Distributions (RMD) each year by giving from their IRA to charity and circumventing their tax return. Many IRA custodians are now offering IRA checkbooks for donors to use in making their Qualified Charitable Distributions (QCD) to their favorite …

Planned Giving Tip: A BIG Trap

We live in a stuff-laden world and there is just about everything available for every need…and beyond. What I mean is we’ve long since passed the mile marker for NEEDS and are chasing the ever-elusive WANTS. I love America and our entrepreneurial spirit that affords anyone the opportunity to be in business… anyone willing to take a risk…and find a …

Planned Giving Tip: A Hand Up

It’s hard to imagine, having grown up in a middle-class home and country, what it would be like to be neglected and forgotten. A trip around the world, or around your city, can reveal those who have been left out from no fault of their own. For the past two years our company’s Christmas activity has been packaging rice and …

Planning Giving Tip: Save Your Community

Jobs are always a popular subject…not just for the employed. Successful local businesses drive a vibrant local economy…which is essential for every community. People and businesses provide the tax dollars that are the “fuel” that supports the schools, police and fire departments, and other services. In addition to businesses, churches and charities play a vital role as well…compassion. Local people …

Planned Giving Tip: Families That Last

The statistics overwhelmingly show that families of means lose their wealth by the third generation. Only 3 out of 100 family-owned businesses survive three generations. American businessman and philanthropist Andrew Carnegie wrote, “three generations in America from shirt sleeves to shirt sleeves.” In the 1700s, the phrase “clogs to clogs in three generations” expressed the same reality. With the dissolution …

Planned Giving Tip: On Purpose?

In his landmark book, Man’s Search for Meaning of Man, Viktor E. Frankl talks about the role of purpose in his own survival. Between 1942 and 1945 Frankl labored in four different camps, including Auschwitz, while his parents, brother and wife perished. Also, check out the Purpose Driven Life, by Rick Warren. Having a clear purpose allows you to rise …

Planned Giving Tip: “See” This Now

What movie did you watch during the holidays? It’s A Wonderful Life? Love it! George Bailey was a giver. As you know from the movie, George needed help understanding the impact he was having. Once he was able to “see” the impact, he was reminded of the power of giving back. Don’t wait until it’s too late to “see’ the …