How to Engage the Next Generation of Donors

Published on September 18, 2024

A new study finds that the younger demographic needs education on charitable giving tools.

Continue reading on website
Other news

The Healthy Advisor: Becoming Victorious, Not a Victim With Marissa Nehlsen

September 18, 2024
Despite significant hardships, advisor Marissa Nehlsen offers a story of hope for others in pain, as she has yet to slow down or limit her goals.

Why Ultra-High-Net-Worth Clients Should Consider 831(b) Plans

September 18, 2024
One reason to self-insure big risks is to avoid claim time surprises.      Related StoriesHow to Lift Yourself and Others Through Storytelling: 5 Simple StepsSelectQuote Sees Drop in Medicare Plan Sales Due to Payment DelayHow to Talk to Clients Who Fear the End of the Bull Market