Rome wasn't built in a day Most of us can think of something we fully intend to do—someday. Organize the photos. Update the estate plan. Have that family meeting. Reboot the exercise routine. Charitable planning often falls into that same category. We hear from many...
A Smooth Transition for a Valued Community Organization In January of this year, Heidi Sherratt stepped back from her 11 years serving as executive director of Gunnison Tough. Prior to her coming onboard as a staff member, the organization had...
Adjust to the Evolving Situation Uncertain times often cause people to pause and reassess. Whether the uncertainty comes from markets, employment changes, health concerns, or the general feeling that the world is unpredictable, it is natural to wonder what this means...
A Creative Tool for Giving Even in an era when term life insurance policies may appear to dominate, many people still hold whole life, variable life, or universal life insurance policies. In many cases, when the original need for a policy goes away (e.g., children...
Begin This Year with Intention Many people approach a new year with a genuine desire to be more intentional about their charitable giving. They know they want to make a difference, align their generosity with their values, and perhaps even involve their families—but...
