Trusts & Estates
Would You Set Up a 501(c) For Me… for Free? Issues to Consider Before Volunteering Your Time and Expertise
Community volunteers often ask attorneys, CPAs, and financial advisors to donate their time and expertise to set up nonprofit organizations. Before you agree to help, ask yourself the following:
First, can you afford to do this work for free? Second, is volunteering the best use of your free time? Third, does your heart belong to this particular cause? If you answer “no” to any of these questions, politely decline to participate.
To learn more about these questions and to access the article, please fill out the form below.
Complete the form to get your free guide
2023 Estate Planning Industry Trends Report
Don't miss your chance to stay at the forefront of the estate planning industry. Download the full report for free by submitting the form on this page, and be well-prepared for current opportunities and challenges.Learn More
2022 Estate Planning Industry Trends Report
The 2022 Industry Trends survey illustrates both a willingness to embrace new technologies as we emerge from the pandemic and a strong interest among clients in taking advantage of a full range of estate planning strategies. Download to read the full report.Learn More
2023 Estate Planning Awareness Week - Free Marketing Package
Get free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.Learn More