Unlikely millionaire bequeaths $3 million Karl Hagen did not seem like a millionaire. His clothes came from thrift stores. He lived a modest, reclusive life. He worked for 36 years as a maintenance foreman for the Potomac Electric Power Company (Pepco). But when Hagen passed away in March at the age of 89, he left …Read More

For this month’s “Gift Planner Profile,” we spotlight Mr. Blair Hearth, director of gift planning at Monmouth Health Care Foundation. With 12 years of experience in the gift planning field, Mr. Hearth offers keen insights about an often complex profession. Give & Take: How did you begin your career in nonprofit fund raising? Hearth: I …Read More

Question: How does a rural nonprofit organization with no director of planned giving and virtually no financial support from the community where it is located manage to sustain its operations for over 60 years with a large portion of funding derived from matured planned gifts? That is what Give & Take set out to uncover …Read More