Serving Clients Full Circle

Writings by Randall

Another Classic Lesson from Prince

Prince was an amazing artist. He taught us many things over the years but one of the biggest lessons we can learn from this larger-than-life performer is the importance of estate planning. Because he had no trust, will, or other documentation, his estate has been tied up in the courts for over six years. Read this blog to learn more about the implications of not having your estate plans in place.

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Closing Nonprofits

One prediction I made in 2021 was that some smaller nonprofit organizations would not survive the changing economic times. Sadly, I was right. We are beginning to see some nonprofits close their doors. What is your organization doing to ensure it is prepared for economic challenges such as donors giving less?

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When Recognition Gets Complicated

Sometimes, once a major gift is given, circumstances change which impact the gift, and whether or not the organization wants to publicize - or even accept - the gift. This can be very challenging. Read this blog to learn my thoughts on a morality clause for major giving.

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Randall Hallettgiving, donors