Stories

It's never too early to plant seeds for planned giving

Millennials and Generation Z are already focused on retirement, and 30% of them are setting their sights on becoming millionaires to achieve their goals. What this means for you and other charitable organizations is that it's likely a smart move to expand...

Three common client scenarios where philanthropy can be a solution

If you're not talking about charitable giving with your high-net-worth clients, 2024 is the year to start doing it! Recent studies show that 85.1% of affluent households give to charity. Certainly many of your clients are among them. Take a few minutes...

Four tips for setting charitable giving goals in the new year

The start of a new year is a great time to plan and reboot. Cliche as it may be to talk about resolutions this time of year, it's tough to deny that January represents a clean slate for "to do" lists, goals, and your overall mindset. As you consider your 2024...

Nonprofit Spotlight: Grace House Akron

Grace House Akron, located in the city's North Hill neighborhood, follows a simple tenet: "No one should die alone." The organization helps people who are enrolled in a hospice program, without an able caregiver, or alone or unable to afford a private...

How business owner donors can help build your endowment

If you've not reviewed your donor lists recently to identify which donors own their own businesses, now may be a good time to do just that. Business owners make great donors, not only because they understand how hard it is to build and grow an organization,...

Looks good on paper: Direct mail to grow your endowment

As a nonprofit, two constants you likely face are (1) more demand for your services and (2) rising operating costs. Fundraising can help satisfy the "more demand" part of this equation, but that typically requires more budget, which means more marketing...

Philanthropy: The Key to Cultivating Next-Generation Clients

Regardless of your business or industry, retaining your clients or customers is a key to success. And as the saying goes, it's easier and less costly to retain or get more work from a current client than it is to find a new client. As an attorney,...

Charitable giving tips for clients' golden years

The rising popularity of the Qualified Charitable Distribution (QCD) appears to be inspiring an increasing number of retirees to re-evaluate their charitable giving plans. As we begin a new year, be sure you're familiar with the various charitable giving...

By the Numbers: What's Around the Corner in 2024

As 2023 makes way for 2024, you're no doubt inundated with information about the various IRS thresholds that are subject to adjustment. But have you thought about how each of these thresholds might be connected with your clients' charitable giving? Here are a...

Bath Community Fund's Impact: Stewart's Caring Place

Bath Community Fund has proudly supported Stewart's Caring Place for many years. In 2023, the fund awarded Stewart's Caring Place a $4,000 grant to help the organization provide support services to Bath residents impacted by cancer. Since 2018, the...

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