by Monique Kleinhuizen | May 26, 2023 | Family Resources, Legacy, Resources
I grew up in Wisconsin, which means a few things: I can only cheer for the Packers. My car automatically stops at tiny roadside cheese shops. I eat my apple pie with a slice of that cheese: cheddar, the sharper the better. There’s nothing so delicious as a slice of my...
by Monique Kleinhuizen | May 5, 2023 | Estate Planning, Family Resources, Legacy, Resources
Trusts are essential to legacy planning, yet they can be complex. That’s probably why trust-related questions are some of the most common we get from our clients: what are they, how do they work, and how are they funded? We’ve done whole blog posts on the types of...
by Monique Kleinhuizen | Apr 21, 2023 | Donor Profile, Family Resources, Legacy, Stories, Uncategorized
It took some convincing to get Denny and Bonny to take their two young children to family camp at Fort Wilderness for the first time. Denny had visions of a schedule that would be jam-packed with social activities. And as busy young parents and business owners, the...
by Christy Boysen | Apr 7, 2023 | Charitable Giving, Legacy, Nonprofit Resources, Resources
First off, it’s important to know the difference between an endowment and a foundation. An endowment is an invested fund set up to provide long-term support for a specific nonprofit organization or cause. A foundation is a type of nonprofit organization that supports...
by Monique Kleinhuizen | Mar 24, 2023 | Charitable Giving, Estate Planning, Family Resources, Legacy, Resources
Charitable Trusts: We love them, but they’re not for everyone! Charitable trusts are so powerful, we sometimes call them “give it twice” trusts. First off, here’s a quick overview of the different types of charitable trusts, and who might consider one. But while they...
by Katelyn Larson | Mar 10, 2023 | Estate Planning, Legacy, Resources
As legacy planners, we get a lot of questions about how to store important documents, photos, and other digital assets for the long haul…and how to securely share them with trusted loved ones who will play a role in our estate plans. We’ve written all...
