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A planned gift is literally what is sounds like. Sort of. The term refers to the process of creating a charitable bequest now that will take effect later. In other words, during your lifetime you plan for a gift that will be given a future date—usually at or upon your death. A planned gift is […]
The July edition of my GoFisch monthly newsletter went out today. Not a subscriber yet? Give it a glance here! This month featured: Why you’ll be glad you added certain estate planning musts to your summer vacation checklist and marked it as “done” before you leave! Fresh podcast with an element of estate planning to […]
April Fool’s and Easter aren’t the only days to look forward to in April! I like to help spread the word about all the awesome events, awards, and grants available in Iowa. There are so many great opportunities for nonprofit pros, board members, volunteers, and donors, that range from webinars to workshops. But, life is busy, […]
The April edition of my GoFisch monthly newsletter went out today. Not a subscriber yet? Give it a glance here! This month featured: “Spring cleaning” 10 for 990 Nonprofit Policy Special Book club recommendation Female-empowered Women’s History Month Spotify playlist Iowa-based nonprofit & philanthropy news Must-read blog post highlights Like what you read? You’re invited to […]
You’ve probably heard it before on your favorite law show or movie court case, but do you know what “quid pro quo” actually means? Quid pro quo (“something for something” in Latin) means an exchange of goods or services, where one transfer is contingent upon the other. Quid pro quo can have different meanings in different […]
The January edition of GoFisch is live! This month’s edition features: Personal and professional resolutions you can actually keep First GoFisch Book Club pick for the year Nonprofit & philanthropy news worth knowing Must-read blog post highlights Interesting panel discussion on estate planning Like what you read? Don’t forget to subscribe to GoFisch and tell your friends. I like […]
The November edition of GoFisch is live! This month’s edition features: #GivingTuesday tips for nonprofit pros and donors (& an inspiring video) How to make estate planning part of a new Thanksgiving tradition 25 Days of Giving preview Iowa-based nonprofit & philanthropy news Must-read blog post highlights Like what you read? You could think of it as a […]
The September edition of GoFisch is live! This month’s edition features: Legal lessons worth learning from our back to school series GoFisch Book Club pick for October Iowa-based nonprofit & philanthropy news Must-read blog post highlights Intriguing TEDx Talk Free guide to Estate Planning Made Simple Like what you read? Don’t forget to subscribe to GoFisch and tell your friends. […]
I love getting to collaborate with wonderful professional advisors (like financial advisors and insurance agents, among many others) to promote and maximize charitable giving in Iowa. Together we get to help their clients best incorporate strategic charitable giving in to their financial and estate planning goals and plans. People come to philanthropy from many different […]
The July edition of GoFisch is live! This month’s edition features: A rundown on the website’s new features and fresh look A curated Spotify playlist for when you’re working hard, but want to feel like you’re on summer vacation Iowa-based nonprofit & philanthropy news Must-read blog post highlights Facebook Live video featuring me and the subject of estate […]