Stein Strategies LLCSep 14, 20202 minTechnical tip: Helping business owners transfer the business through a CRT stock redemption.
Stein Strategies LLCAug 18, 20203 minWealth management clients want the philanthropic conversation, but are they getting it?
Stein Strategies LLCJul 21, 20204 minWhy do animal charities receive so few dollars? It has to do with the fundraising.
Stein Strategies LLCMay 26, 20203 minMost planned gifts are revocable – so why are we calling the post-gift stage stewardship?
Stein Strategies LLCApr 25, 20203 minDon’t stop fundraising! Donor behavior during a recession and in COVID doesn’t look like you think.
Stein Strategies LLCApr 23, 20202 minCharitable bequests are increasing during COVID - What your nonprofit can do to see that too