Most development executives today are aware of the importance of encouraging their constituencies to include their organization or institution in their wills or other long-range estate and financial plans. Not so obvious, but perhaps of equal importance, is the need to discover those who have already made or are considering making plans that include charitable …Read More
Experienced gift planners know that planned gifts are best considered in light of an individual’s overall gift, estate, and financial plans. Yet many in the profession begin their conversations with donors by asking if they have considered a certain type of gift, such as a bequest, charitable trust, gift annuity, or other arrangement, without considering …Read More
A recent study by PNC Advisors, a leading wealth management group, reveals what many may find hard to believe—that wealth can cause more problems than it solves. Despite the business and market savvy that helped them amass their fortune, some of America’s wealthiest are apparently unable or unwilling to secure the future for themselves and …Read More