What are the Benefits of Planned Giving for My Family?

I recently finished my first will, as did my husband (in Wisconsin, where we live, individual wills are required). I included provisions for giving to some specific organizations after paying for the care of our son, should I die while he is still a minor. The completion of the will, along with the planned giving portion, was a huge weight off my shoulders—especially since it’s been on my to-do list since he was born nearly two years ago...

Gaining confidence with planned giving

I have always loved trying new things. I grew up in a home where a common phrase associated with trying new things or overcoming a challenge was, “It builds character.” It was a saying that inspired me to try my hardest, to seek out new adventures, and to not shy away from something difficult (thanks, mum).

And then I graduated from college. And had to start paying back student loans. And I had to pay monthly rent. And I had to afford groceries, medical bills, and my running shoes needed to be replaced. And this, and that, and the other thing…

Posted by Luke C. on 15 November 2019

How to start planned giving under 40

Remember learning about how to set up a budget, apply for loans, and be financially literate?

If you’re scratching your head right now thinking, “No, um, I actually don’t,” then don’t worry, you’re not alone. We learn all about math, science, literature, and maybe even art during school but few of us actually had a class dedicated to personal finances.

The result? You might be really good at finding the area under a curve or distinguishing syntax from diction, but putting a budget plan together or deciding how to financially support causes you care about can feel like the equivalent of assembling a new dresser and nightstand from a certain nondescript Scandinavian furniture company...

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