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I’ve been in the planned giving marketing industry for 25 years, and for 25 years I’ve been saying that planned giving is a people business. If you love people, you will go far in planned giving (and in your career).
Discover the top 3 reasons to establish a will or trust this tax season. Learn how to secure your assets, minimize taxes, and ensure your wishes are honored.
Explore the benefits of Charitable Remainder Trusts, including tax advantages, estate planning solutions, and support for charitable causes.
Learn about the public nature of wills, probate, and strategies to keep your estate plan private.
That popup demanding contact info for a generic eBrochure? It’s lazy. Your visitors know it. They’ll hand over their junk email and never think of you again. Want real engagement? Offer real value—exclusive content, branded swag, early access. No value, no ask. Simple. Respect the exchange or lose the donor.
The next four years are yours to shape, no matter who’s in office. Success isn’t luck — it’s mindset, action, and personal growth. Staying in your comfort zone, no matter how hard you work, won’t get you ahead. Growth requires discomfort, risk, and learning new skills. Every top performer faces fear but uses it to grow stronger. Will you survive and hope someone else fixes your life or thrive by taking charge? Life isn’t a ballot box—no one else can vote for your success.
Discover how to make a charitable gift from your retirement account with these 10 powerful tips. Maximize tax benefits and leave a lasting legacy.
I didn’t invent these ideas. I stole them from Ben Franklin, Dan Kennedy, and a few dead Stoics. This isn’t a polished productivity manifesto—it’s a brain dump of what actually works: Sunday planning sessions, inbox discipline, ROI-filtered to-do lists, and saying no to everything that doesn’t move the needle. You can’t deposit LinkedIn likes into your checking account. Stop being busy. Start being effective. The secret? Fewer things, done better.
Learn how to obtain power of attorney for a parent or loved one with this detailed guide on the steps, legal requirements, and best practices.
“People commonly use statistics like a drunk uses a lamp post; for support rather than illumination.” (Mark Twain)
Free Online Will & Estate Planning Tool for Charitable Giving
A donor-facing estate planning tool designed to help document charitable intent.
For those who drive change — not watch it. Join the top 1%.