There are a lot of details that go into a legacy plan: who gets what, and how assets should be handled, are essential elements that need to be spelled out clearly. But it’s also important to consider the relational side of your legacy. Here’s one great way to leave a meaningful impact on those that matter most to you.
We’re about meaningful conversations that spark incredible action. We created a boxed experience that’s designed to inspire reflection on the values and causes that mean the most to you and your family. Whether you’re a client of ours or brand new to thinking about legacy, now you can open a box, start a conversation, and unpack your legacy.
Sometimes newcomers notice things that others no longer see. As the newest gift planning counselor at GPS, here are a few observations that shocked and inspired me about legacy planning.
A donor has indicated they’re remembering your organization in their estate plan. How you react and treat them will make all the difference. Here are some ideas for maintaining and growing your relationships with your most devoted donors.
It’s estimated that 70 percent of Americans don’t have a will. Nobody wants to think about dying, but creating an estate plan will save your loved ones from near-certain headaches and disagreements. Here’s what happens if you die without a will…and why you should probably avoid that at all costs.
Donor Advised Funds (DAFs) aren’t new, but they’re catching on in the philanthropic world because they’re incredibly flexible and easy to use. Here’s an overview of what a Donor Advised Fund is, and some creative ways clients have been using them to give more than they could otherwise.
This year is a big milestone for our company! We’re marking 20 years in business by throwing an all-out, year-long party. We’re launching new offerings, giving back to our communities, and celebrating half a billion dollars in charitable giving that our work has made possible. Hear what our founders, Ron and Jenny, had to say about how the company started, what’s changed in the last 20 years, and what’s ahead.
Many young adults think they’re too young to have to worry about estate planning. But without a plan in place, your kids, pets, and assets could get caught in limbo if something unexpected happens. Don’t wait! Here are the top estate plan decisions to make before you turn 40.
Your organization needs a gift acceptance policy, or a major gift could create more problems than good. Here’s a primer on how–and why–to create such a policy.
Wondering what your loved ones will need to carry out your wishes? Here’s a handy checklist of the information to pull together, and keep together, for when the time comes.
Here’s your ultimate cheat sheet of definitions and distinctions to help you talk like an insider at your next legacy planning meeting!
2020 is almost over! As you begin to make year-end giving decisions, you might wonder how to make the biggest bang with your philanthropic buck. Here are some ideas for giving in a big way, even without impacting your day-to-day cashflow.