A Perfect Time to Differentiate Your Ministry
I read a meme in August that said, “School is starting … buy your Halloween costumes, pick out your turkey, and do your Christmas shopping. Happy New Year!” I resonate with this, and I am sure…
Read MoreYear-End Planning
Filter Posts
Categories
Topics
Connecting with Donors’ December Spirit
December could be called the month of generosity. Many dig into their pockets to give to charity. From the dropping of a few dollars in the Salvation Army buckets at…
Read More2020 Year-End Advisor Checklist
Content adapted, with permission, from Russell James year-end planning guide. The end of 2020 is drawing near (thank goodness!), and year-end planning conversations are occurring with clients. Because of the…
Read MoreCreate Opportunity for Creative Year-End Generosity
It is hard to believe November is already upon us! As unusual as this year has been, it has still flown by. This means that we are coming upon the…
Read MoreCreating Meaningful Year-End Plans with Your Clients
Imagine a family sitting around the dinner table as they talk about money. For some, such a picture may raise images of disagreements or avoidance. But as a financial advisor,…
Read MoreFlip the Script: Year-End Planning
Year-end giving is upon us. Okay, at least the planning part is. If you do not have a year-end giving plan yet, my advice is to get one. If you…
Read MoreFinish Strong
We have just celebrated Thanksgiving, Giving Tuesday takes place in just a few days, and Christmas and New Years are right around the corner. This is a busy time of…
Read MoreYear-End Checklist For Advisors
The leaves and the weather are changing, so that means it is time to start year-end planning sessions with your clients. Take some extra time this fall to consider some…
Read MoreChallenge the Status Quo of Year End Giving
Christmas: 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 More