Bob Turner has served as Director of Planned Giving at Seattle University for nine years. Prior to his current position, Mr. Turner gained experience at a variety of institutions, including healthcare, educational, and religious organizations. In this month’s Gift Planner Profile, Bob shares with Give & Take the insights he has gained over his long …Read More

Editor’s note: Sally Heinz was employed by the Sharpe company from 1988 to 1994, during which time she served in a number of capacities including editor, director of marketing, and director of national accounts. In 1994 she became director of alumni affairs at Rhodes College. Sally, a Phi Beta Kappa graduate of Rhodes, worked to …Read More

In 1999, near the peak of the economic growth of the 1990s, Boston College released a study projecting an intergenerational estate transfer of at least $41 trillion, a figure four times as large as amounts previously projected by economists at Cornell University. In “Millionaires and the Millennium: New Estimates of the Forthcoming Wealth Transfer and …Read More