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Impact Investing
Impact investing refers to investments "made into companies, organizations, or funds with the intention to generate a measurable,...

Bill Moritz
Jul 30, 20204 min read
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Children and Your Estate.
There are some startling statistics out there regarding children and inheritance: 50% of the children that receive an inheritance this...

Bill Moritz
Jul 30, 20202 min read
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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...

Bill Moritz
Jul 30, 20203 min read
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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,...

Bill Moritz
Jul 14, 20205 min read
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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...

Bill Moritz
Jul 14, 20203 min read
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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...

Bill Moritz
Jul 14, 20201 min read
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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...

Bill Moritz
Jun 17, 20205 min read
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