Create Stronger Communities Through Effective Outreach

February 27, 2023
Educational presentation about community resources and services

You don’t know what you don’t know. I don’t know who first said that, but Copernicus, who lived a mere 500 years ago, said, “To know that we know what…

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Promoting Equity by Meeting Basic Needs

January 25, 2023
Senior man receiving healthy groceries at home

Many years ago, I worked with individuals with developmental and cognitive disabilities. I came into this field of human services quite ignorant of how inequitable life can be, especially when…

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Charitable Giving at Year’s End

December 16, 2022

Some years back when I was new to the field of fundraising, I heard an expression that gave me pause. As with all professions, we have our industry-specific acronyms and…

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Bringing Innovative Ideas to Life

November 16, 2022
Gardening and harvesting

If you want to see something grow, you must invest in multiple ways to have a productive garden. That’s a key lesson I learned growing up in “the country,” in…

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Ready to Cash in Your Business? Tips to Save Some Money

August 17, 2021
Senior couple meeting with advisor to sell business

Ten thousand people turn 65 every day. With advances in medicine, this could begin the writing of many chapters in your life’s book throughout a long and healthy retirement. Naturally,…

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Giving from the Heart

June 8, 2021
Laurinda Swank and her mother Theresa

Central Indiana is home to enough nonprofit organizations with worthy causes to make an interested donor’s head spin. How to choose one over another? Laurinda Swank believes in following her…

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Charitable Planning and the American Rescue Plan

April 27, 2021
Older couple working on taxes together

If you have not yet filed your 2020 income tax return, do not fret. The deadline for filing 2020 returns has been extended from April 15 to May 17, 2021.…

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A Resolution That You Can and Should Keep

February 8, 2021
Financial planner meeting with couple with face masks during pandemic

Now that January has come and gone, how are you doing on your New Year’s resolutions? If you are like me, making New Year’s resolutions is easy; keeping them is…

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Introducing a New Tool to Make Donations

June 9, 2020

The recent coronavirus crisis and wild market roller coaster may have caused you to scale back or halt your donation plans for your favorite charities. While this is understandable, there…

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Estate Plans: Let’s Complete the Process

April 22, 2020
Estate Planning

As we reviewed recently, updating or completing an estate plan is something we do not like to think about but need to get done. Action steps include: Figure out the…

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