Tags » Gift Planning

Holiday Help Part 4: Gift Wrapping and Presentation

Hard to believe but we’ve been working on our plan for a calmer holiday season since September.  Are you more in control, more intentional?

Now is NOT the time to panic but rather to look back and see how well you’ve thought through your gifting and budget and consider how you’ve managed time and holiday stress.  909 more words

Local Business

Upstream Gifts to Your Parents. Potentially Significant Income (Estate) Tax Savings

This blog post is about the income tax benefit of you making gifts upwards (or upstream) to your older parents so that the gifted property will be includible in your parents’ estates at their death. 490 more words

Estate Planning

The Results Are In: A New Name for PPP

Over the past several months we have been talking a lot about shifting the strategic direction of the organization and addressing a rebrand, a new website and even a new name to support those changes now underway. 226 more words


Interprofessional Teamwork: Core Competencies for Planned Giving

Improve Your IQ (Interprofessional Quotient)—Be A Team Planner

In a series of posts, we’re considering “Core Competencies for Collaborative Interprofessional Practice” for philanthropic planning. The interprofessional competencies we suggest… 346 more words


The Journey to a New Brand

Rebranding an organization doesn’t always have to be so serious, it can be fun and exciting, too. At least, that is how I’ve looked at the process thus far.” Sarah Rosenberger, PR & Marketing Manager… 539 more words