Definition Insurance Policies 
Planned Giving
FEBRUARY 13, 2025
These non-probate assets include 401(k) accounts, pensions, and life insurance policies. How to Create Beneficiary Designations To designate beneficiaries: Contact Institutions : Reach out to banks, insurance companies, and retirement plan administrators. Health Insurance : Covers medical expenses.
Planned Giving
OCTOBER 20, 2023
And if you don’t have a planned giving strategy (such as a simple 12-month marketing plan ), now is definitely the time to get started. A solid planned giving program is your best insurance policy during a market downturn. Contact us today to get started.
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Selfish Giving
APRIL 13, 2022
I tell clients that I'm not there to write the definitive case study for them. This online insurance company donates money to your favorite cause when you don't file claims. Could you do something like this with a regular insurance company? Or could you earn a donation whenever a policy is purchased?
Get Fully Funded
JANUARY 16, 2024
However, nonprofits like yours can’t turn a profit by definition—all of the funding you bring in has to be reinvested into your organization. Fiscal Policies and Procedures Along with your budget, your fiscal policies and procedures provide guidance for how your team should handle your organization’s funds day to day.
Planned Giving
AUGUST 15, 2024
Definition and Purpose of Estate Planning Think of the importance of estate planning as your way of taking care of your loved ones from beyond the grave (sounds a bit spooky, I know). It’s like an insurance policy for your life, not just your death. So, what’s all the fuss about the importance of estate planning?
Planned Giving
OCTOBER 7, 2023
They have no idea how simple it is to give (and receive) a bequest; have never heard of a Donor Advised Fund; and have no idea they can accept a gift of life insurance or a retirement plan that could fund their mission for generations to come. That’s the very definition of a restricted planned gift!
Planned Giving
JANUARY 14, 2025
Beneficiary Designations: Name beneficiaries for accounts and policies. Yes, probate can be bypassed using strategies like setting up a living trust, joint tenancy with rights of survivorship, payable-on-death (POD) accounts, and naming beneficiaries on life insurance and retirement plans. FAQs About Probate How long does probate take?
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