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    Impact Investing
    Bill Moritz
    • Jul 30, 2020
    • 4 min

    Impact Investing

    Impact investing refers to investments "made into companies, organizations, or funds with the intention to generate a measurable,...
    170
    Children and Your Estate.
    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...
    680
    Planning for your Family's Cashflow needs.
    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...
    120
    How to Change Your World
    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,...
    270
    Structuring a Small Ministry
    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...
    110
    Over 70? You have a new giving advantage!
    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...
    190
    6 Strategies to a More Generous Life
    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...
    160
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