Consulting Insurance Pass-Through 
Get Fully Funded
FEBRUARY 9, 2021
The need for local pest control, insurance, copier lease, or related services may change, therefore you should re-evaluate annually. Buy in Bulk – How many of us buy small quantities of office supplies at the local dollar store to “get us through until the next donation?” This strategy is fantastic EXCEPT during a pandemic!
Planned Giving
JULY 29, 2024
However, this essential procedure plays a critical role in ensuring that a loved one’s wishes are honored after they pass away. The church courts handled probate issues, ensuring that the deceased’s soul was cared for through proper distribution of their estate. Assets that must go through probate are known as probate assets.
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Planned Giving
FEBRUARY 13, 2025
Beneficiary Designations Certain assets can be transferred directly to beneficiaries without going through probate. These non-probate assets include 401(k) accounts, pensions, and life insurance policies. Types of Insurance Policies Life Insurance : Provides financial support to your beneficiaries.
Planned Giving
APRIL 17, 2024
These include gifts of equity, life insurance, real estate, personal property, or cash. Planned giving comes in many forms, and it serves you to consult a fundraising professional at your favorite nonprofit or community foundation, as well as a trusted attorney or financial planner, to be partners in your impact. What can John do?
Planned Giving
FEBRUARY 12, 2025
Estate planning is a crucial step in ensuring that your assets and wishes are handled according to your preferences after your passing. While online resources can be helpful, consulting a knowledgeable attorney is invaluable for more complex estate planning needs. Life changes, and so should your estate plan.
Center for Major Gifts
JUNE 16, 2024
While these words, though seen frequently, are valid, rarely are they fulfilled more meaningfully than through a gift of real estate to the nonprofit you cherish most. Many parents and grandparents purchase second homes and assume their heirs will want this property after passing. Maintenance fees, utilities, taxes, and insurance.
Peak Proposals
APRIL 3, 2023
If the template requires changes to its formulas or other features, you can find tutorials on how to do so through videos found on YouTube, posted by Microsoft and Google, or offered by LinkedIn Learning and other course platforms. cash gifts from individuals) or other sources of cash reserves.
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