Posts Tagged: mission

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5 Resolution Ideas for Nonprofit Pros

The talk around New Year’s resolutions tends to focus on personal goals. Be it getting in better shape, traveling more, reading more, going to bed at a regular time every night, eat less chocolate…the list goes on. But, frankly most of those great January 1st intentions fall by the wayside around Valentine’s Day (and for… Read more »

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Need a Speaker? Drop Me a Line!

One aspect of running my own firm that I love is getting out and teaching groups of people. Just like mission, my presentations center on maximizing charitable giving. Be it through estate planning education, nonprofit board training, or sharing tools and resources for professional advisors, I’m always open to speaking at different organizations and events… Read more »