The New Tax Law and Charitable Giving
Written by
Jon Heintzelman
With Tax Day upon us, it's important to be up to date on the new tax law and its impact. Here are...
Tax Reform: A Lump of Coal in Charities’ Stockings?
Written by
Jon Heintzelman
At the time this is being written, the final tax reform bill has not yet been finalized with...
The Elusive Super Savers of Planned Giving
Written by
Jon Heintzelman
Who did you include in your last planned giving mailing? If you just mailed to the usual list of...
Positioning Your Organization for Growth Post-Recession
Written by
Jon Heintzelman
When the Great Recession hit in 2007, many financial advisors were telling investors to stay in the...
The Odd Couple: Capital Campaigns and Planned Giving
Written by
Jon Heintzelman
Historically, planned giving and fundraising campaigns have had a somewhat rocky relationship....