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Two Men Having a Difficult Legacy Conversation

Initiating the Legacy Conversation

The Ask

My Dad never wanted to talk about creating a will. “Don’t worry,” he’d say, “It’s not like I’m going to die tomorrow.” Then he’d change the subject—usually to the tomatoes he was growing—because he found talking about planning his estate too uncomfortable. Guess what? My Dad died without ever making that estate plan.

January 27, 2023 / 0 Comments
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Planning your future

Money Mistakes You Need to Avoid in Your Lifetime

Self Improvement

Personal finance is largely about taking a proactive approach to planning your future. Along the way however, it’s also about avoiding common mistakes that typically result in unnecessary financial stress. Here are some hard-won tips for planning your future (and your legacy).

September 14, 2021 / 0 Comments
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CEO-Lovel-Job-Interview

Preparing for a High Profile Major Gifts Job Interview

Career,  Major Gifts,  Relationships,  Self Improvement

With a high profile job interview coming up, it’s important to practice some effective, job-winning strategies that can help you outshine your competition. Use these tips and strategies to prepare for – and win – the job of your dreams.

August 16, 2021 / 0 Comments
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Staying Productive

Staying Productive Working From Home

Covid Pandemic,  Effective fundraising,  New Opportunities,  Self Improvement

If you once performed like an expert gymnast nailing every routine, you might have found that you’ve become a bit wobbly since you started working at home. Sure, there have been advantages—less time commuting, fewer office interruptions. But it can also be hard staying productive. Here’s how to score a perfect 10, every time.

August 6, 2021 / 0 Comments
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fearless-asking

A Positive Attitude is Not Enough

Annual Gifts,  Major Gifts,  Marketing Planned Giving,  Planned Giving for Financial Advisors,  Planned Giving Marketing,  Relationships,  Self Improvement

Will a positive attitude alone make you succeed? No. You need far more than that if you want to be successful. Here’s why a positive outlook is worthless, unless you have more in your quiver.

February 26, 2021 / 0 Comments
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Empowering Career Thoughts

Career Thoughts

Relationships,  Self Improvement

I do not recall where I collected this information, but I just found it in the “back of my drawer.” Good motivation to start off the week. Here are some empowering career thoughts for you!

January 24, 2021 / 0 Comments
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Self Limiting Beliefs

Self Limiting Beliefs

Career,  Self Improvement

Grown powerful elephants can be tied down in their place with a thin rope around their neck. It doesn’t seem to make sense. Is your nonprofit – like these elephants – tied down by self limiting beliefs?

December 24, 2020 / 0 Comments
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Your Final Invoice

Your Final Invoice

Bequests,  Estate Planning,  Relationships,  Self Improvement

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.

June 22, 2020 / 0 Comments
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stop multitasking

Stop Multitasking… it Reduces Your Productivity!

Effective fundraising,  Self Improvement

So you think you’re good at multitasking? You can talk on the phone, write an email and schedule a dentist appointment online all at once, can you? Scientific studies show that’s not true. It’s time to stop multitasking, before you destroy your productivity!

May 14, 2020 / 0 Comments
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My Apple Tree

My Apple Tree

Relationships,  Self Improvement,  Sustainability

Even if I knew that tomorrow the world would go to pieces, I would still plant my apple tree. ~ Martin Luther

March 21, 2020 / 0 Comments
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