The latest (8th) issue of CharityMATTERS, our Philanthropy newsletter, was just posted at here. 

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If you are involved with Charities or Foundations in need of help, please contact us for a copy of our report “Legacy Planned Giving Process: 15 Steps to Success”

We love sharing best practices and valuable insights to help raise much-needed money for Charities and Foundations.

Did you know that donating cash, cheques and credit cards is likely the least cost-efficient way to be generous?

Happy to send you our One Pager called “More Than 20 Better Ways than Cash, Cheques or Credit Cards To Be Generous.”

Private message me or email mark@wealthinsurance.com if you want copies.