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43 search results for: back to school

33

Presentations for Professional Advisors on Charitable Giving

If you’re a professional advisor (such as a financial advisor, insurance agent, attorney, or accountant, among others) looking for more information on how to advise your clients on smart charitable giving strategies, I’d love to speak with you and your colleagues. At every chance, I’m happy to share my firm’s mission to “maximize charitable giving in […]

34

5 Resolution Ideas for Nonprofit Pros

The talk around New Year’s resolutions tends to focus on personal goals, like 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 1 intentions fall by the wayside around Valentine’s Day (and for me, […]

35

Funding and Administering Your Living Trust

If you have a living trust (sometimes referred to as an inter vivos trust) in your estate plan, you need to know how to administer it. That sounds like common sense, but there are some unique elements to consider that otherwise you probably wouldn’t think about. The following definitions and directions should help you with that process. In the following descriptions I […]

36

Young People Should Be the Most Concerned with Estate Planning

So, WHO needs an estate plan, anyway? Who needs to be most concerned with estate planning? What age group? Ask Iowans this question, and I’ll bet most would conjure up the image of a retiree who just spent 50+ years working hard to acquire significant assets. Of course, it’s important for this demographic to have […]

38

Do Estate Plans Have an Expiration Date?

So many things in life come with built-in expiration dates. Some, such eggs, milk, and cheese, are clearly stamped, while other common items (everything from spices, fire extinguishers, lipstick, to hard liquor) lose their quality or effectiveness over time, but don’t have a clear “best used by” date on them. So, how about an estate […]

39

3 Lessons Your Favorite Charity Should Take from 2018 World Cup Champions

What a game! Instant classic! While I’m far from any type of soccer expert, I closely watched the FIFA 2018 World Cup final, and it struck me that there were three evident lessons from the victorious French team’s play that are transferable to your favorite nonprofit. The Need for Speed Croatia is a truly great team […]

40

Nonprofit Formation: What the Parkland Students Should Do Now

In the days since the horrific school shooting in Parkland, Florida on February 14, many of the surviving students of Marjory Stoneman Douglas High School, along with students across the country and their supporters, have banded together to demand “never again.” Their battle cry is built on the disappointment and frustration with elected policymakers at […]