Make-A-Will Month: A timely opportunity to grow legacy gifts August is widely recognized as Make-A-Will Month, making it an ideal time for nonprofit organizations to encourage donors to think not only about how they give today, but also about the legacy they hope to...
Most planned giving workshops are led by nonprofit professionals. This one isn’t! Join us for a unique panel discussion held in conjunction with the Colorado Planned Giving Roundtable’s statewide educational series. Instead of hearing from fundraisers,...
Celebrating Women’s History Month March is Women’s History Month, and it’s a great time to celebrate the remarkable impact of women on philanthropy in the Gunnison Valley. At CFGV, we are honored to work with women in a variety of distinct roles including: Women...
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 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...
