Year: 2018

Events: Fun or Funds?

My cousin Rob is an Optometrist. As a “side job”, he is an amazing woodworker and makes an assortment of wooden bowls of different sizes, usually from trees that have come down from snow and rain storms. Every year, Rob

What Are We Looking For?

A few years ago, we moved. “Downsized and modernized” was my mantra. We lived on a small block with a lot of activities – annual Labor Day Block party, December holiday gatherings. There was even a communal snow blower. Picture

Words and Tone Matter

My doctor’s office is filled with signs as to the “Do’s and Don’ts”. And it often seems more are about the “Don’ts”. “If you need a referral, we need at least One week”. “You need to provide your co-pay at

High Holy Days: It’s an Opportunity

Many of us have the annual debate: whether the High Holy Days are early or late this year. If Rosh Hashanah falls soon after Labor Day – as it does this year on September 9th – pundits comment that the

Ask Rabbi, Ask!!!

The best synagogue campaigns are when the rabbi is actively involved in all aspects. Helping to write the case for giving and vision statement, Prospect identification, creating strategies for engagement, and soliciting. We often think of rabbis as the “Chief

Synagogues Paying Taxes?

It may happen for some. When I see the word “PILOT”, the immediate thought that comes to mind is the person who flies a plane. When I have my synagogue hat on, I also think of a new program or

Tax Reform: Moving for a Job – It’s Not Good News

Early in my career, we moved twice due to the requirements of a job. When we were newly married, we moved from Boston to Brooklyn. We had a small apartment and didn’t have a lot of stuff. I connected with

“$9 Trillion…..”

Is a lot of money, for sure. By 2027, that is the amount of money projected to transfer from Americans’ estates to the next generation. If just 5% of that amount is designated for charitable purposes – a mere $441

A Plaque in the Bathroom? Really?

Maybe there is some truth to the story my former boss once told me. He said the best place to post a plaque acknowledging a significant contribution was in the Men’s’ or Ladies’ Bathroom. It would be hard for people

Advocacy in the Gun Debate: Strategic Investing

It is hard not to be impacted by the young people from Parkland, FL and their actions and advocacy for safer gun laws. They have certainly been impressive. The March 24th March for Our Lives in Washington and throughout the

Top