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Defining Success: The Starting Point in Charitable Estate Planning

Defining Success: The Starting Point in Charitable Estate Planning

by Eddie Thompson | Aug 14, 2012 | Charitable Estate Planning

One of the most rewarding projects with which I have been involved had a surprise ending. A hospital foundation had contracted me to introduce charitable estate planning possibilities to a select group of donors. As is our standard approach, the hospital set up the...
Strategic and Tactical Giving – Part 2: Hans Brinker with His Finger in the Dike

Strategic and Tactical Giving – Part 2: Hans Brinker with His Finger in the Dike

by Eddie Thompson | Jul 31, 2012 | Charitable Estate Planning

NOTE: While Strategic and Tactical Giving – Part 1 defines and contrasts the different two approaches to planning, this article (Part 2) defines and contrasts the two types of gifts — i.e. strategic and tactical gifts. In the novel, The Silver Skates by Mary Mapes...
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