Planned Giving Advisors, LLC

Planned Giving Advisors, LLC Planned Giving Advisors, LLC

10/13/2023

I have been asked to offer a 4-part interactive Zoom Planned Giving Boot Camp starting towards the end of November. Click here to check out this new program. Here is the schedule and session descri…

10/12/2023

35% of adults in the U.S. say they or someone they know experienced familial conflict because an estate plan or will was not put in place. Webinar: October 25th 2-3PM Help your donors help themselv…

09/05/2023

The Great Wealth Transfer: Is It Really Here? Webinar Sept. 20, 2 pm EST For close to 20 years, I have been annually gathering data points from Giving USA, VSE, IRS, Census Bureau and more – …

01/13/2023

Next Wednesday, January 18, 2023 2 PM EST I will be on a panel discussing Online Will Planners – no cost! Click this link to learn more! ONLINE WILL PLANNING: The Good, The Bad and the Ugly W…

01/04/2023

With the next new Legacy IRA Act primed to bring more Planned Giving into your discussions with donors, now is the time to get ready! New webinar: Initiating Legacy Conversations Save the Date Febr…

12/09/2022

I tell my clients all the time that in the planned giving world, people skills will take you much farther than technical skills. You might understand CRUTs and CRATs inside and out; know the latest…

11/17/2022

I have wanted to share these two gift stories for a long time and yesterday, I learned the fate of one that finally got me to write. Read to the end! Two donors, both serial gift annuity donors (i…

05/23/2022

This Thursday, we start a new 3-session Planned Giving Boot Camp, designed specifically for Major Gift officers and other fundraisers – click the picture to learn more or register! Planned Gi…

05/03/2022

My new Planned Giving Boot Camp for Major Gifts Officers – everything a fundraiser needs to know about planned giving in just 3 webinar sessions – launches in just over 3 weeks! Live pr…

01/25/2021

Biden. New Tax Laws. Charitable Giving. The election is over, and the Democrats are in charge. What does this mean for charitable giving? Of course, we have to see what unfolds, but now is a good t…

01/20/2021

Biden. New Tax Laws. Charitable Giving. The election is over, and the Democrats are in charge. What does this mean for charitable giving? Of course, we have to see what unfolds, but now is a good t…

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Clifton, NJ
07055

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+19178177989

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