Month: October 2015

“Wealth Transfer” is a common term in planned giving. Back in the 1990s, we were talking about wealth transfer from, as Tom Brokaw wrote about, “The Greatest Generation” – those who experienced World War II to Baby Boomers, the post …

Baby Boomers: Don’t Forget Me! Read More »

It always seems that death happens in threes. My mother once told me this. When someone passes away, there will be a couple other people who you know or know of who pass away within a few days. She wasn’t …

Bequests: Please Ask Read More »

A couple of weeks ago, “Strategic Directions for Jewish Life: A Call to Action” (“A Call to Action”) was published in EJewishphilanthropy.com. We all know that there are tremendous challenges for the American Jewish community. Many Christian denominations today in …

What About Me? Read More »

Maybe. It seems that our mailbox has days when it is completely stuffed, and days when there are one or two items. Yesterday our box was pretty full and I decided look at our mail with more of a critical …

Do We Still Need Direct Mail? Read More »

A tour of a synagogue building really does tell you a lot about its culture of philanthropy. Of course it also tells you a lot about the synagogue’s history as well. When I start working with a synagogue on a …

Plaques on Every Pew Read More »