Category: Estate Planning

A $500 Million Estate And No Estate Plan
Bequests
Viken Mikaelian

A $500 Million Estate …. And No Estate Plan

Did you hear that former Zappos CEO Tony Hsieh died intestate? Now his family, friends, and business associates are apparently fighting over a bunch of deals and agreements that were scribbled on thousands of sticky notes plastered all over the walls of his Utah mansion. Don’t make the same mistake. Don’t die without an estate plan that keeps your legacy intact!

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Viken Mikaelian December 22, 2021 No Comments
Contemporary Women and Wealth
Bequests
Viken Mikaelian

Contemporary Women and Wealth

Which would you choose: buying yourself a pair of Jimmy Choos, or the opportunity to help someone else buy much-needed shoes? In this article, we discuss women and wealth… and in particular, how your non-profit can raise more money from the women, who statistically outlive men and thus control the wealth of most families during prime planned giving years.

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Viken Mikaelian October 10, 2021 No Comments
Love, Family and Estate Planning
Bequests
Viken Mikaelian

Love, Family and Estate Planning

My father hated estate planning. The words conjured up technical mumbo-jumbo he preferred not to think about. This was a big mistake, as he left his family with an estate plan. Here’s why estate planning is so important for you, your family, and the causes you care about.

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Viken Mikaelian October 1, 2021 No Comments
Your Final Invoice
Bequests
Viken Mikaelian

Your Final Invoice

You know the saying, “The only two things certain in life are death and taxes.” Even after your lifetime, there are many taxes you can avoid. When it comes to taxes and funeral expenses (your final invoice), planning now will go a long way to help your family and friends.

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Viken Mikaelian June 22, 2020 No Comments
Planned Giving and the Church
Bequests
Viken Mikaelian

Planned Giving and the Church

The congregation sighs and settles in for what the pastor knows is actually their least favorite Sunday. “Please take a look at the insert in your bulletin,” he continues. “You’ll see that we didn’t meet our budget again this year.” His audience knows where this is going: The church is struggling to accomplish its mission, but the congregation is not pulling its weight in terms of monetary contributions.

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Viken Mikaelian February 21, 2020 No Comments
SECURE Act / Webinar
Bequests
Viken Mikaelian

SECURE Act / Webinar

Your donors will be asking about SECURE, so you’d better know the facts and be ready with the answers — all of the answers. You need to position yourself as an expert resource.

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Viken Mikaelian January 9, 2020 No Comments
What’s the True Measure of Wealth?
Estate Planning
Viken Mikaelian

What’s the True Measure of Wealth?

Fundraising professionals focus on income as a measure of giving ability. The worried fundraiser thinks this way. “The prospective donor won’t give, because she won’t save money by being charitable. I won’t raise enough money to make my annual goals. My charity won’t accomplish its mission, and I’ll lose my job. What am I going to do?”

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Viken Mikaelian July 5, 2019 No Comments
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