Blog


October 4, 2018

Think Your Estate Is Not Large Enough For Planning?

Think Your Estate Is Not Large Enough For Planning? By Jackie Jacobs Think Again You need a will. Everyone does. Whether you have a large or […]
October 4, 2018

Repeat Customers

Repeat Customers By Jackie Jacobs Why do so many people with a charitable gift annuity obtain another one … and another? There are at least three […]
October 4, 2018

Growth of PRIs

Growth of PRIs By Jackie Jacobs In the Tax Reform Act of 1969, the Internal Revenue Code permitted a giving vehicle for foundations, called “program-related investments” […]
October 3, 2018

In Memorandum

In Memorandum By Jackie Jacobs The term “in memoriam” suggests an act performed or a gift given in memory of, or as a memorial to, someone […]
October 3, 2018

Satisfaction in the Morning

Satisfaction in the Morning By Jackie Jacobs Most of us have experienced “buyer’s remorse.” A smooth-talking salesperson rushes us into a decision we are unprepared to […]
October 3, 2018

Perpetuity is a Long Time

Perpetuity is a Long Time By Jackie Jacobs “Perpetuity” is one of those five-dollar words you don’t run across every day. Chances are you’ll never hear […]
October 3, 2018

Living On Through Your Endowment

Living On Through Your Endowment By Jackie Jacobs One of the reasons donors create endowment funds is to perpetuate their values. For example, Sarah and Winston […]
October 3, 2018

The Confusion About Bequests

The Confusion About Bequests By Jackie Jacobs The language used to make a gift through your will can be confusing sometimes. We talk about making a […]
October 3, 2018

Increase Your Retirement Income

Increase Your Retirement Income By Jackie Jacobs It is quite possible you can make a charitable gift and actually increase your retirement income. Take for example […]