The Wealth Transfer Rises to $68 Trillion
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…
Read MoreFilter Posts
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…
Read MoreMost 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…
Read More“I feel more than a sadness. Honestly, I am even angry. But what can we even do?” My husband and I have been having a lot of discussion lately about…
Read MoreTidings of Summer & Joy is in full swing, and the countdown to Christmas is on! An exciting part of Christmas each year is finding the perfect gift for the…
Read MoreAs a ministry, an obvious part of your role is to raise funds. What you may not know is the variety of options that donors have to give from! There…
Read MoreTwo of the most popular charitable vehicles are donor advised funds and private foundations, but which is best to use in your generosity journey? That depends. Nearly $70 billion in…
Read MoreCan you believe it’s 19 years? Nineteen years ago, I resigned from the law firm to be part of starting what was then called the Servant Foundation. On June 1,…
Read MoreChristmas: It’s a wonderful time of year, full of generosity, celebration, and family. People gather together, eager to celebrate the birth of Jesus through—in part—the giving of gifts to one…
Read MoreHow you present and represent your ministry matters. Hopefully, this is an obvious truth, one which you and your team are already aware of. In case you haven’t given it…
Read More