Archive
This Month's Videos
- Retirement Planning for Women
- The Importance of Mentoring - Part Two
- Gift Splitting and Estate Planning for Couples
- Applying the Right Marketing Techniques
- Loans & Withdrawals from Cash Value Life Insurance Policies
- September is Life Insurance Awareness Month
- Public Resources Available to Special Needs Families
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The Essentials of Donating to a Non-Profit Organization
In this interview, Neal R. Fegely, CPA, Chief Operating Officer for The American College explains some of the fundamental questions and concepts all donors should know before donating to a non-profit organization. Fegely discusses the basic information all donors should gather about non-profits, the difference between unrestricted and restricted gifts and the purpose of endowments. He also talks about the problems created by reduced investment values in endowments due to the current financial crisis and the impact that can have on organizations.
Recent Videos
Author Margaret May Damen, CLU®, ChFC®, CFP®, President of the Institute for Women and Wealth discusses how to find prospects for philanthropic planning.
The business case for supporting women in philanthropy is addressed by author Margaret May Damen, CLU®, ChFC®, CFP®, President of the Institute for Women and Wealth.
Author Margaret May Damen, CLU®, ChFC®, CFP®, President of the Institute for Women and Wealth, shares her insights into women, wealth, power and influence.
Experts from The American College discuss the motivation behind charitable giving and the impact an estate tax could have on nonprofit organizations.
A panel of experts from The American College discusses the state of nonprofit organizations and the impact of the estate tax.
Professor Phil Cubeta of The American College talks about the opportunity for philanthropic planning as closely held businesses become liquid.
Phil Cubeta offers a fool-proof way to approach a values-based conversation with clients.
Philip B. Cubeta, CLU®, ChFC®, CAP®, MSFS recaps the major charitable giving developments of 2009.
A role play demonstrating and approach to bringing up the concept of philanthropy without pressuring the donor is included.
Why individuals should give to charity featuring William B. Wallace, CLU®, ChFC®.