July 18, 2019. Take a listen as Eddie shares questions to ask yourself as you prepare to fill these positions, along with questions to ask your candidates to find the perfect fit.
July 2, 2019. In this episode, Cayce and Jason discuss recent estate tax law changes, reducing married couples’ estate tax using a bypass trust, and why a good bypass trust a few years ago may not be good planning now.
June 25, 2019. What’s more important – a donor’s capacity to give or propensity to give? Listen in as Eddie shares why this is so important, along with specific questions to ask to determine both capacity AND propensity.
June 20, 2019. Introducing our two guest client speakers speaking on Building a Strategy for Success and Introducing & Inviting Donors into the Process for our annual conference in Nashville this September! This complimentary conference has also been approved for 9.5 CFRE continuing education points.