We have all gone to events, meetings, or bumped into others and done the obligatory business card swap and suggested coffee or lunch in the next few weeks. Some of us are diligent with sending the follow up ‘nice to meet you email’, and on occasion, we even set up and have the coffee meeting.…
As someone who has worked in development and management at nonprofits for several years, I can tell you that nonprofits were having this discussion at length well before the funding community began talking about it. And fortunately, there’s been a good amount of discussion around this. But much of the conversation around unrestricted giving has…
Networking events can induce anxiety for some people. Or others simply don’t realize the significant value they can provide one’s career and avoid them. Walking in to a crowded room of unfamiliar faces and putting oneself out there can be daunting and deter us from spending the time to meaningfully network. It can seem easier…
If you didn’t grow up discussing estate plans with your parents, it’s likely that you may be hesitating to talk to your children and grandchildren about your estate plans. But these conversations don’t have to be scary or daunting. The following are a few of our favorite tips to make the conversations (yes, plural) easier:…
Estate planning can seem scary if you’ve never broached the topic before, but there are many ways to make the conversations a bit less overwhelming. If you are making an estate plan for the first time or revising an existing one, you should consider how philanthropy might fit into your estate plan. While the tax…
This is our final installment of the three-part blog on philanthropy trends we’re seeing; don’t forget to go back and read our first and second sections if you’ve missed them. Donor Advised Funds. Increasingly, individuals are utilizing donor advised funds in lieu of foundations to address a variety of needs (from anonymity, family generational issues,…