Labor Day is the traditional start of the political season for even year elections (though it seems to start earlier every year). This season promises to be different from any other, with a pandemic and fights over mail-in voting. What you can do depends on what type of nonprofit you are. We will … [Read more...] about It is Political Season: What Non-profit’s Can and Cannot Do
In today’s technologically driven world, most people have at least one email account, online banking account, and social media account. These are just some examples of a digital asset. A digital asset is anything stored on computers, cellphones, or in a cloud-based storage system. The actual … [Read more...] about DO YOU HAVE SOCIAL MEDIA ACCOUNTS? INCLUDE THEM IN YOUR ESTATE PLAN!
If you have an estate plan you have taken an important first step in providing for your family. However, and estate plan is not one and.done. Your family’s circumstances and tax laws will change in your plan needs to incorporate the changes. This is especially true in these uncertain times of … [Read more...] about Is Your Estate Plan Up To Date? Why It Matters!
Almost all of you have had to cancel your fundraiser galas because of the Covid-19 outbreak. Obviously, this will hurt your program efforts. Fortunately, there is a little known but effective way to bridge the gap: ask your important donors for a loan. In this article we outline what you need … [Read more...] about Had to Cancel Your Fundraising Gala? Ask a donor for a loan
Once you have signed your estate planning documents you may think you are finished. It is not the last step in the process. The next and most important step is to fund your trust and change your beneficiary designations so the plan will accomplish what you want. You fund your trust by changing … [Read more...] about Once You Sign Your Estate Planning Documents, You Are Not Finished!