by Betty-Anne Howard | Nov 15, 2020 | Financial Planning Week, Fundraising, Meaningful Conversations, Philanthropy and Inheritance Planning
“So many people still don’t know that they can play such an important role in the quality of healthcare that they receive from their local hospitals…people’s investments in their local hospitals through philanthropy, through planned legacy gifts really...
by Betty-Anne Howard | Jul 23, 2020 | Philanthropy and Inheritance Planning
One of the beautiful things about our legacy is that it’s not set in stone. We have the power to craft and shape our legacy by imagining the way we want to be remembered. When we imagine our legacy, we can ask ourselves what’s most important to us, how we...
by Betty-Anne Howard | Jun 25, 2020 | Philanthropy and Inheritance Planning
Your experiences shape you and your legacy. When you imagine the legacy you’ll leave behind, this vision is the result of the life you’ve lived. Your attitude and feelings about money, giving, and philanthropy, have been shaped, for better or worse, by...
by Betty-Anne Howard | Apr 23, 2020 | Philanthropy and Inheritance Planning
Millions of people across the world are facing an uncertain financial future during the global coronavirus pandemic. We’re often so focused on the day to day matters that financial and estate planning isn’t a priority. Or at least it wasn’t in the...
by Doug Puffer | Mar 12, 2020 | Philanthropy and Inheritance Planning
Financial planning for after your death isn’t the most pleasant thing to have to think about, but it’s important. Ask yourself, who you want to benefit from your estate and charitable donations when the time comes?It’s likely that your spouse will be the biggest...
