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Family

Women of Legacy – Part 1

6 days ago By Wendy Rogers

In collaboration with Kim King,  Julie Wilson, and Emily Voglezang Murray of Women Doing Well History is replete with women who said ‘yes’ in response to God’s outrageous love and invitation to live and give generously. From Mary Magdelene, a first patron of the early church, to Lydia, an industrious entrepreneur who strategically funded early missions, women change the world with their sacrificial giving. Here are a few other women whose generosity had eternal Impact: Lady Huntingdon born into royalty and used her wealth and influence to fuel the great revivals of John Wesley and George Whitfield, hosting thousands at her…

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The Time to Sell is Now

2 weeks ago By The Signatry

You have worked hard to build your business. You have put in the work, stood firm through the tough times, and rejoiced in the triumphs. You have seen your business grow into a thriving, successful organization. Now you are thinking about selling your business, but when is the best time to sell?  The time to sell is now! In their most recent mergers and acquisitions (M&A) Market Update, M&A advisory firm ArkMalibu reported that pricing levels of business sales in Q2 2019 rose to “near-record levels.” ArkMalibu reported businesses selling at an average of 11.2x earnings before interest, tax, depreciation, and…

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Ministry

How to Prepare for Year-End Giving

3 weeks ago By Kristin Hammett

Summer is drawing to a close. With fall around the corner, the prospect of cooler temperatures, autumn colors, and pumpkin spice everything, the year-end giving season is also upon us. The 2019 Year-End Giving will be interesting to watch. The 2018 Giving USA report indicated a slight growth in giving of 0.7 percent, but individual giving was down 1.1 percent. According to The Chronicle of Philanthropy, 26 percent of nonprofits said the changes to the 2017 tax law did not affect their fundraising.  Just 17 percent said they saw a negative effect. This leaves some question marks on the philanthropic…

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Family

Generational Thinking

4 weeks ago By Alan Pratt

Generational thinking does not come naturally to most of us. By “generational thinking”, we mean intentionally planning and being cognizant of our own actions, preparation, and decisions that will affect our children, grandchildren, and great-grandchildren. They will make their own decisions, whom they will marry, how they will invest their time, energy, and wealth. They will also make decisions on how they receive gifts of inheritance or access to trusts. When we are long gone, the time we share and the planning we put in place will affect them directly almost always in a positive way. Correspondingly, the lack of time spent and…

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Advisor

Warren Buffett’s Missed Opportunity

1 month ago By Evan Lange

When it comes to charitable giving, it often seems like the world’s wealthiest individuals have it figured out. With so many assets to manage, these donors know how to support charitable causes while capitalizing on the tax benefits of the giving process, right? Unfortunately, not all get it right. In July, an article in Forbes announced that Warren Buffett is donating $3.6 billion of his Berkshire Hathaway stock to charity. It also offered advice on how other donors could maximize their giving by following in Buffett’s footsteps. The problem? Buffett is primarily giving the stock to private foundations. Consequently, he is missing out on significant tax benefits he could receive if he utilized a donor advised fund (DAF) instead. There are important differences, when it comes to tax benefits, that all donors and advisors should consider.

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Ministry

Reclaiming Joy

2 months ago By Kristin Hammett

Can I be honest? Sometimes life just seems like a series of to-do lists. There’s the work to-do list. The home to-do list. The kids’ to-do list. The school to-do list. The activities to-do list.   As a person who likes to be productive and check the boxes on the various lists, joy can sometimes be elusive.    What about you? Are you joyful about the work you are doing? Are you energized and excited about the work God has invited you to be a part of? Or, have you lost sight of the big picture?   I’d like to share some insights I’ve recently…

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Family

The Wealth Transfer Rises to $68 Trillion

2 months ago By Bill High

The U.S. wealth transfer number has gone up. As recently as early fall of 2018, the going number for the Great Wealth Transfer was $59 trillion by 2030. But the projected wealth transfer is now an unprecedented $68 trillion over the next 25 years, according to a Fox Business article that reports on a study by Cerulli Associates in Boston. What does $68 trillion look like? A Kiplinger article from a few years back attempts to put $1 trillion into perspective in terms of buying power. A few ways to spend $1 trillion You could buy nearly 42 million new cars with an average sticker price of…

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Advisor

Six Benefits of Using a Donor Advised Fund

2 months ago By Evan Lange

Most financial advisors, attorneys, and CPAs know the benefits of using a donor advised fund (DAF). However, DAFs are still often underutilized by the public. While many may have used DAFs for large net worth clients a few decades ago, DAFs are still a useful tool which many people can use to help grow their generosity. Here is a short list you can use to show clients the benefits of using a DAF to grow their giving with less hassle: Anyone can open a DAF online in a matter of minutes, and The Signatry requires no minimum deposit or balance upon starting a fund.…

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