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Grieving Frustrated Woman

An Estate-Planning Guide Just For Women

Bequests,  Estate Planning,  Gifts of Real Estate,  Planned Giving Marketing

Did you know that on average, women live five to seven years longer than men? This means any changes in finances, inheritance, or guardianship can complicate the estate planning process. It also means women often spend more time and resources on long-term or end-of-life care.

March 9, 2023 / 0 Comments
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I Did Not Know This Planned Gift Existed

I Did Not Know This Planned Gift Existed

Gifts of Real Estate,  Marketing Planned Giving,  Planned Giving Marketing

A donor can donate a house, get a deduction, live there for life, and receive an annuity from the donation for life. Hmm … does not sound right.

June 11, 2019 / 0 Comments
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Just Say Yes (to all kinds of planned gifts)

Just Say Yes (to all kinds of planned gifts)

Gifts of Real Estate,  Planned Giving Marketing

  Personal preferences can’t interfere with gift acceptance. A while back I wrote an article called “A Gold Strike” about how non-profits should include “the ask” for gifts of mineral rights on their websites. Shortly afterwards, I received an email from an advancement officer who thought that no “self-respecting non-profit organization should consider a gift […]

December 12, 2018 / 0 Comments
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