Consistency is a key ingredient of success in many activities – including investing. And one technique that can help you become a more consistent investor is paying yourself first. Many people have the best of intentions when it comes to investing. They know how important is it to put money away for long-term goals, especially the goal of a comfortable retirement. Yet they may only invest sporadically. Why? Because they wait until they’ve taken care of all the bills – mortgage, utilities, car … [Read more...]
Nonprofits, do you Believe in Santa Claus?
Nonprofits who conduct yearend campaigns may unconsciously believe in Santa Claus. Some – though by no means all – are looking for a yearend windfall gift to appear between now and December 31st. Staff and board members sweat out the yearend, checking the mail and organizational bank accounts. Their fingers are crossed, and many are popping antacids. Nervous doesn’t begin to describe the situation. As the days count down, reality may sit in, and talk may turn to “next year” as hope for the … [Read more...]
Handling Incapacity Through a Living Trust
A Power of Attorney allows you to designate another person (an “agent”) to handle your financial transactions for you should you become incapable of handling your affairs. Without a Power of Attorney, relatives or friends of an incapacitated person may have to go to court to obtain the power to act on behalf of the incapacitated person. The court proceeding, called a “conservatorship,” is time consuming and costly. Another way you can make provision for the handling of your affairs should … [Read more...]
Increase Your Fundraising Success with Matching Gifts
There’s a public secret that benefits many individuals and nonprofits. It’s called matching gifts. That’s the term for when an employer – or other organization – commits to make a gift to a nonprofit that “matches” the gift made by an employee or other qualified individual. Sometimes there are “qualifications” or “restrictions” set on these gifts, sometimes not. Here’s a simple example: you make a gift to a nonprofit and ask for a receipt. You submit the receipt to your human resources office. A gift … [Read more...]
Handling Incapacity Through a Power of Attorney
A core document of any good estate plan is a Power of Attorney. A Power of Attorney is a legal document which you can use to give someone (your agent) the ability to handle financial transactions on your behalf. You can give your agent limited power (only for a specific transaction) or you can grant him or her general power over your affairs. You can also give the agent immediate authority or you can allow his or her authority to act to become effective only after the determination of your … [Read more...]
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