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Cuddle Bag Project

Cuddle Bag Project for OCJ Kids was a Success!   With your help we were able to make 40 Cuddle Bags for children who are being placed in foster care.   Thank you!   Our goal next year is to make 60 Cuddle Bags in July. 15 Bags for toddler girls 15 Bags for toddler …
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How to Make Charitable Giving Part of Your Financial Plan

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

Avoiding Extremes in Financial Planning (and in General!)

Years ago, a speaker at our church encouraged us to “avoid extremes.” Right away my mind went to sadness or anger and he addressed that. The part I didn’t see coming was to avoid extreme happiness or being extremely prideful.

How a Donor-Advised Fund Can Help Your Charitable Giving

Giving is an important part of our society. It provides us the opportunity to support causes we believe in and make a positive impact. Giving isn’t always about donating money. It can also include volunteering time or donating goods and resources. Here are some examples of the impact:

The Power of ‘Emotional ROI’ Through Charitable Giving

Return on Investment (ROI) is a term you learn about 5 minutes into your first class in business school. Maybe the business model is elegant and the organization is streamlined, but that all begs the question: what is the ROI? How much will we make?
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8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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