by Laura giammattei | Sep 9, 2024 | Professional Advisors
Giving stock is an important strategy for any private business owner to explore. Not only can these gifts help implement a business succession plan that calls for transferring the business to the next generation if that is your client’s goal, but gifts of stock can...
by Laura giammattei | Sep 9, 2024 | Professional Advisors
“Nothing is so fatiguing as the eternal hanging on of an uncompleted task.” –William James Procrastination is a drain in ways that go far deeper than the incomplete task itself. We know this intellectually, but it can be so hard to break the procrastination...
by Laura giammattei | Aug 22, 2024 | Nonprofits
The word “endowment” can be intimidating, even for the most seasoned fundraising and planned giving professionals–and certainly for donors! But it doesn’t have to be that way. “Endowment” is such an important concept to secure your organization’s future, and it’s...
by Laura giammattei | Aug 22, 2024 | Nonprofits
“You can’t make old friends” isn’t just the title of an album; it’s an important reminder that long-term relationships are the key to successful endowment building. That’s common sense, of course, but sometimes it’s hard to put this principle into action. You’re ready...
by Laura giammattei | Aug 22, 2024 | Nonprofits
As you implement strategies to attract gifts to your endowment fund at the Community Foundation of Dunn County, it’s critical to regularly encourage donors to check their estate plans to be sure they’ve incorporated their intended bequests. Now is a perfect time to...
