puzzle pieces

Grantor-Grantee Policy Best Practices

 What is a Grantor-Grantee Policy? A grantor-grantee policy outlines how the organization expects the relationship with grantees (other organizations applying for funding or grants) to be structured. (Sometimes you’ll see this type of policy…
people brainstorming at table

Nonprofit Best Practices: Implement an Endowment Policy Handbook

If your nonprofit has an endowment, I recommend adopting and implementing an endowment policy handbook. The benefits of this handbook are numerous. For one, it can best prepare the nonprofit's leaders to manage and put to use bequests of all…
footballs on wall

College Football Playoff National Championship: 5 Similarities Between Football & Estate Planning

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Turn on ESPN, put on your jersey, and stock with fridge with a cold beverage...the College Football Playoff National Championship is this Monday, January 13, 2020. (The game kicks off at 8 p.m.) While reading up on the stats and predictions…
update estate plan blank page

Update Your Estate Plan: How, When, & Why

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The great thing about your estate plan is that once you have one, it never expires. However, it does need to be kept current with your life as well as applicable laws. Why? Keeping your estate plan updated and current is simply a smart part…
GoFisch book club with coffee mug

January 2020 GoFisch Book Club: Cozy Up with this Pick

It's not hard to find books about estate planning, but if I'm being honest most are nonfiction guides and most are kind of dry and dull. Sure, they can act as a solid primer for what you may want to know about estate planning, but they do not…
ethical will

Great Goals: Make an Ethical Will

If you've visited my blog before you know I can talk often and always about the importance for all Iowans to make a will as a part of a complete estate plan. I highly recommend enlisting an estate planner with good recommendations to draft your…