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I Got a Letter from Herman the Other Day…

Herman was one of our first clients. He’d had an account with another donor advised fund firm. But he switched to us. He liked the fact that our mission was about building the kingdom of God. If he was going to pay an administrative fee, he wanted it to come to us. But the fact that he wrote » 

Category: Generosity Continue »

Where Do You Find the Wealth?

Where do you find major donors? I get asked that question a lot. Of course, in many of those cases, people simply want me to give them a list. But the evidence is right in front of you. Look for age. What do I mean? A whopping 91.39% of all millionaire wealth rests in the hands of those 50 years of » 

4 Traits of the Demi-Billionaire

What’s a demi-billionaire, and what does one look like? A demi-billionaire has a net worth of $500 million and up. The 2018 WealthEngine Millionaire report identified them as having the following traits: 76.9% of them are business owners. 76.9% are board of director members. 63 years old is »