What will we do?

What will we do?

As long time readers know, I’m delighted every so often to hand over the newsletter reigns to my wonderful colleague Sarah Morkin, our Operations Director.  Sarah’s shared some of the wisdom she’s learned from her family over the years.  As you will read below,...
A Different Kind of Legacy

A Different Kind of Legacy

Congratulations on surviving another crazy, crazy year!  While 2021 has been somewhat more positive than 2020, give yourselves a pat on the back for a job well done!  This month, I’m going to feature a different kind of legacy gift – I hope you enjoy the...
Who you gonna call?

Who you gonna call?

Year end is almost here, so this month’s newsletter is a testiment to the fall season.  Remember to get your charitable donations completed before year end (especially for gifts of securities!), and if you are turning 71 this year, you will also need to convert...
Starting a Newborn Charity from Scratch

Starting a Newborn Charity from Scratch

In the last couple of months, we’ve been working on a number of complex planning cases where the topic of starting a new charity has come up.  The question is, if you are going to have a charity offspring as cute as these Canada Geese goslings I saw a couple of...