Month: January 2023

RMD Planned Giving Module Goes Live

Over the next 25 years, the largest wealth transfer in human history will take place as an estimated $68 trillion will be passed on as the Baby Boomer generation ages.  Bequest giving is on the rise and this will be an unprecedented opportunity for planned giving.   What is Planned Giving? Planned giving is the term used to…
Read more

New Year… Old Expectations

Years ago, Lori bought a verse on a plaque that hangs on the wall in one of the rooms in our home.  It is from Micah 6:8 which says, “…and what does the Lord require of you?  To act justly, and to love mercy and to walk humbly with your God.”  I love that portion…
Read more

An LGBTQ+ Resource

A couple of months ago Jonathan, Scott, and I were able to attend a culture and legal update led by Gary Friesen, general counsel of the C&MA. Several very helpful speakers were present including Rev. Boyd Hannold, lead pastor of Princeton (NJ) Alliance Church (PAC). Situated in an area that is exceedingly diverse and irreligious,…
Read more