Impact Investing
Impact investing refers to investments "made into companies, organizations, or funds with the intention to generate a measurable,...
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Bill Moritz
- Jul 30, 2020
- 2 min
Children and Your Estate.
There are some startling statistics out there regarding children and inheritance: 50% of the children that receive an inheritance this...
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Bill Moritz
- Jul 30, 2020
- 3 min
Planning for your Family's Cashflow needs.
For most people life is cyclical, we have times of being in good health and times when we have aches, pains or illness. We have times...
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Bill Moritz
- Jul 14, 2020
- 5 min
How to Change Your World
Success is usually measured by what you do for yourself, significance is measured by what you do for others. As Zig Ziglar once said,...
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Bill Moritz
- Jul 14, 2020
- 3 min
Structuring a Small Ministry
Whether ministry is your full-time service, part-time or even spare-time, establishing an entity to conduct your ministry can provide...
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Bill Moritz
- Jul 14, 2020
- 1 min
Over 70? You have a new giving advantage!
The IRA Rollover Thanks to a smart new law, if you’re at least 70 1⁄2 you have the freedom to make tax-free distributions from your IRA...
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Bill Moritz
- Jun 17, 2020
- 5 min
6 Strategies to a More Generous Life
You have assets or extra income AND you have something charitable that you are passionate about. Something that brings you JOY! How do...
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