by Laura giammattei | Jun 3, 2024 | Professional Advisors
It’s relatively straightforward to see how philanthropy figures into the financial and estate plans you build for individuals and families. After all, many of these clients are already supporting their favorite community causes, and it’s your job to make sure they...
by Laura giammattei | Jun 3, 2024 | Professional Advisors
At the end of 2024’s first quarter, an estimated 485,000 Americans could count themselves among the so-called “401(k) millionaires,” meaning the balance in their employer-sponsored retirement plans has reached the $1 million level. Thanks in part to stock market...
by Laura giammattei | May 15, 2024 | News and Notes, Scholarships
The Dr. James and Gail Haemmerle Scholarship This scholarship was established this past year to assist one non-traditional student with FULL tutiton (up to $20,000) for an associates degree, technical diploma or certificate program in ANY field of study....
by Laura giammattei | May 13, 2024 | Nonprofits
You’re likely very consistent about reminding your donors about the benefits of giving long-term, publicly-traded securities to support your organization’s mission. Don’t ever stop! It’s so easy for a donor to forget about this and write a check, missing out on the...
by Laura giammattei | May 13, 2024 | Nonprofits
It’s common practice for fundraisers and other philanthropy professionals to use the term “planned giving,” but do your donors know what you mean? Certainly, some donors understand the term, especially those who’ve served on your board or who’ve worked with you to...
