December, 2018
December 17, 2018 | by CA | Uncategorized
By Bryan Orander, president, Charitable Advisors Earlier this year, I interviewed a 30-something arts organization’s CEO about leadership and staff development and the discussion turned to CEO turnover and succession planning. I explained that more than half of the leadership transitions that Charitable Advisors’ supports are for retiring nonprofit executives. The arts organization CEO surprised […]
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December 17, 2018 | by Julie Struble | Uncategorized
This article originally was published on Aug. 2, 2016. By Zachary S. Kester, JD, LLM, CFRM and Kylie Schreiber, at Charitable Allies As charitable organizations seek to increase streams of revenue — to provide more services, support more staff or help ensure long-term sustainability — many dabble in sources of business revenue to supplement the financial bottom line. For […]
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December 3, 2018 | by CA | Feature, Fundraising
By Lynn Sygiel, editor, Charitable Advisors Michele Thomas Dole has spent her career helping others realize their philanthropic dreams. During the day, she is a senior trust officer at Fifth Third Private Bank. She advises clients about trust administration and estate planning, and builds client relationships to help accomplish their financial goals. For the past […]
Tags: donor-advised funds, donors, Fidelity, Fifth Third
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