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Planned Giving

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Planned Giving
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Discuss charitable planned giving in the U.S.

  • February 20

  • Welcome Charlie McKelvey
    about 3 months ago
    • Charlie McKelveyGood Morning everyone. My name is Charlie McKelvey and I am an investment advisor with Financial Sources, Inc. which is located in Bethlehem, PA. We manage approx 60 million for 300 clients. Most of our clients are retired so our primary investment objectives are preservation of capital and income. We do have some younger clients that have stock portfolios which we also actively manage. I have been in the business for 20 years now and love it! I am also a Christian and very active with my church. My firm also specializes in charitable giving strategies and we regularly do seminars for local churches and charities to assist in fundraising. Though this activity does not result in many clients for the firm, it has been successful in fundraising for the churches and charities which gives me great satisfaction to give back. Thank you for accepting me into the community here and I am looking forward to being an active member.
      9:22 AM February 20

  • February 01

  • Welcome Elizabeth Luther
    about 4 months ago

  • October 13

  • Welcome Becky Day-Swain
    about 8 months ago

  • June 21

  • Welcome Kimberly Ginger
    about 11 months ago

  • May 16

  • Welcome Colleen Poole
    a year ago

  • May 08

  • Welcome Carrie Sandstrom
    a year ago

  • April 06

  • Welcome Emily Capelle
    a year ago

  • March 07

  • Welcome Dale Melton
    a year ago

  • February 06

  • Welcome Marilyn Rodgers
    a year ago

  • February 03

  • Welcome Roylene Gallas
    a year ago

  • January 11

  • Welcome Lorelei Schroeter
    a year ago

  • January 09

  • Welcome Kristin Hamilton
    a year ago

  • November 13

  • Welcome Joe Honeycutt
    about 2 years ago

  • October 17

  • Welcome crystal capito
    about 2 years ago

  • September 30

  • Welcome Peggy McGrew
    about 2 years ago

  • September 23

  • Welcome Ruth Gelb
    about 2 years ago

  • September 15

  • Welcome Mika Maloney
    about 2 years ago

  • Welcome Susanne Kohl-Parker
    about 2 years ago

  • September 07

  • Welcome Shelley Winship
    about 2 years ago

  • September 05

  • Welcome Sheila McFerran
    about 2 years ago

  • September 02

  • Welcome Sara Wenger
    about 2 years ago

  • August 29

  • Welcome Carol Bonino
    about 2 years ago

  • Welcome Betty Denson
    about 2 years ago

  • August 25

  • Tamara Sims Hi I am new to this group and would like to see if anyone has any information on funding for TBI sufferers?
    about 2 years ago

  • Welcome Tamara Sims
    about 2 years ago

  • August 24

  • Welcome Pamela Giles
    about 2 years ago

  • August 23

  • Welcome Leah Weiner
    about 2 years ago

  • August 12

  • Welcome Karen Hoke
    about 2 years ago

  • August 11

  • Welcome Lisa Medeiros
    about 2 years ago

  • Welcome Lynne Dean
    about 2 years ago

  • August 10

  • Welcome Jay Werth
    about 2 years ago

  • Welcome Vicki Mastro
    about 2 years ago

  • Welcome Brydon DeWitt
    about 2 years ago

  • August 07

  • Welcome Susan McLean
    about 2 years ago

  • August 04

  • Welcome Robert Adler
    about 2 years ago

  • August 03

  • Welcome Kelly Schoenberger
    about 2 years ago

  • August 02

  • Welcome Katherine Begin
    about 2 years ago

  • June 28

  • Welcome Andrea Allen
    about 2 years ago

  • June 17

  • Welcome James Moore
    about 2 years ago

  • June 13

  • Welcome Amy Eisenstein
    about 2 years ago

  • June 02

  • Welcome karen trueblood
    about 2 years ago
    • karen truebloodwould be interested in recommendations for a wills/legacy planning guide source
      12:54 PM June 02
    • Brydon DeWittDo you want to establish a recognition society?
      1:53 PM August 10
    • Brydon DeWittNot meant to be self-serving, but my book -- The Nonprofit Development Companion -- has a section on setting up a planned giving program. You can find it on Amazon, etc.
      1:59 PM August 10

  • May 23

  • Welcome Sopheap Sok
    about 2 years ago

  • May 16

  • Welcome sharon baum
    about 2 years ago

  • May 09

  • Welcome Robin Onsa
    about 3 years ago

  • April 25

  • Welcome Lilian Tang
    about 3 years ago

  • April 20

  • Welcome Carolyn Appleton, Kittie Abell and Stephen Nill
    about 3 years ago

  • April 19

  • Welcome Windsor Vest, Wayne Goebel, Wade Kelley and Vonda Marrow
    about 3 years ago

  • April 18

  • Welcome to Planned Giving founded by Editorial Team
    about 3 years ago
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