Matt Wagner, Vice President, Institutional Relationships, has prepared a fiduciary focus article that discusses the importance of maintaining a long-term focus on investment strategies, even during challenging and uncertain times. Read the article.
Watch this three-minute video where Don Hill of Don Hill Consulting outlines five steps to creating an effective, dynamic and successful Planned Giving program.
In this three-minutes video, Don Hill of Don Hill Consulting shares four elements to keep in mind when approaching members of your congregations to talk about planned giving at this difficult time.
The CARES Act contains provisions that will affect, among other things, charitable giving. UCF has prepared a list of resources and major takeaways on what the CARES Act means for charitable giving.
Milly Hernandez, Client Service Team Leader and Planned Giving Associate and Don Hill, President, Don Hill Consulting, explain the key aspects of Charitable Gift Annuities, one of the most popular ways to make a planned gift.