Your Gift Counts

Will Inflation and Aggressive Tax Policy Impact Your Charitable Planning Strategies? Part 1: Cushioning the Impact of Inflation

Is it Time? Inflation is poised to ravage ‘cash based’ assets. Congress has approved and proposed in excess of $6.1 BILLION in new government spending (mostly not paid for) and new HIGHER TAXES for EVERYONE as he U.S. ‘Greenback’ value continues to slide. Is there a correction coming in the Stock Market? In Real Estate? Is it time to take profits from Stocks and Real Estate? But how to protect…

Better serve your clients through charitable gift planning … All year Long

https://media.licdn.com/dms/image/C5612AQF-hfZw2vm-Lw/article-cover_image-shrink_720_1280/0?e=1577318400&v=beta&t=QN18CbDXjjjA-8wZT5C4dg5dXTlLFfg4vswRhnQ2ACw

www.linkedin.com/pulse/better-serve-your-clients-through-charitable-alan-pratt-cap-cep

A Story Celebrating Redemption, Forgiveness and Grace

Tiger Woods’ Story is in the Story of us ALL.

When people make mistakes, struggle or disappoint … what’s our response when they atone, become humble and even … WIN?

Personally, I could give you a lot of reasons why I am not a fan of Tiger  Woods. Indeed why I wouldn’t want him to win another Masters….or for that matter another tournament. I could lobby with reasons why he doesn’t “deserve” to…

Funds are Flowing from Philanthropy to Investments – Is this a ‘Good Thing?’

On the face of it, its a win-win. An investor can put their money into organizations that do good in the world and make a healthy profit in the process.

But what if, as research shows, this type of investing comes at the cost of charity? Funds earmarked for schools, hospitals or other popular philanthropist projects are being diverted into investment funds, which align themselves with certain…

Engaging in Successful Rural Philanthropy

It’s a critical time for Rural America, but what do we know about it? There are 60 million rural people in the United States, roughly 19 percent of the nation’s population. Yet, the level of (under)investment by philanthropy in rural communities is still staggering—at less than 7% of all grantmaking.

The rewards of rural philanthropy for both communities and funders can be transformative in ways…

Mission Possible: How to Create an Effective Return on Mission Strategy – Keeping donors in the loop

When it comes to a nonprofit’s finances, the pressure is on – to provide better visibility into the financial health and sustainability of the organization, demonstrate that the organization is a good steward of funds, and demonstrate maximum impact for dollar spent. With organizations like Charity Navigator, Givewell and GuideStar giving donors more visibility into the financial effectiveness…