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One of the biggest challenges facing nonprofits with large individual donations, is losing an annual stream of income when the donor dies. While most nonprofits rely heavily on their annual fundraising campaigns, it is important, and sometimes vital, for nonprofit organizations to encourage such donors to endow their gifts – distinct from annual contributions – to establish a solid financial foundation that will help build sustainability for the future.

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Aviva Sapers, CEO & President at Sapers & Wallack, answers questions about our October blog, Using Endowments for Sustainable Giving.Share this postFacebook0TwitterLinkedinPinterest0

By now, most businesses are aware and have engaged in the preliminary steps toward rolling out the Paid Family and Medical Leave Act (PFML) in Massachusetts. Starting January 1st, 2021, eligible Massachusetts workers will be able to take up to … Continue reading

As we enter Life Insurance Awareness Month, it seems a good moment to reevaluate why we have the insurance we do and whether it is the right amount to fulfill the needs we have. Against the backdrop of the COVID-19 … Continue reading

Aviva Sapers, CEO & President at Sapers & Wallack, answers questions about our September blog, Reviewing Life Insurance Needs in the Time of COVID.Share this postFacebook0TwitterLinkedinPinterest0

Often, when I begin a discussion with a client on estate planning, I remind them that they generally have three beneficiaries: family, charity, and Uncle Sam. I follow up with the question, “how much do you want to leave to … Continue reading

Aviva Sapers, CEO & President at Sapers & Wallack, answers questions about our August blog, Estate Planning Today for the World You Want Tomorrow.Share this postFacebook0TwitterLinkedinPinterest0

There is a pervasive myth that insurance products produce mediocre returns. In truth, though life insurance has been purchased for many years to provide security and guarantees, there are some newer product lines that can be very attractive for investment … Continue reading

Aviva Sapers, CEO & President at Sapers & Wallack, answers questions about our July blog, Mitigating Downside Risk in the Market with Annuities and Life InsuranceShare this postFacebook0TwitterLinkedinPinterest0

Since many of us are stuck at home with our fiscal future full of bumps and potholes, I’ve found it to be a good opportunity to assess my relationship with personal finances. Full disclosure, I am a bit of an … Continue reading