Marlena McCarthy (a professional fundraising writer) and her husband Jack Bergmans, (a certified financial planner) want fundraisers to understand the many benefits of using insurance as a tool for philanthropic giving. Through their company, Bequest Insurance, McCarthy and Bergmans have spoken to countless fundraisers and financial planners about how to integrate insurance products into gift planning to its greatest advantage. In Multiplying Generosity: Creatively using insurance to increase legacy gifts they explore this topic in-depth and translate "insurance-ese" into everyday language....
Marlena McCarthy (a professional fundraising writer) and her husband Jack Bergmans, (a certified financial planner) want fundraisers to understand the...
Professional advisors can help to guide people towards having enough to live comfortably, and support their loved ones during life and after they're gone. They can also help their clients to make caring gifts to support their favourite charitable causes and be a lasting force for positive change. In Ripple Effect: Growing your business with insurance and philanthropy, Bergmans and co-author Marlena McCarthy explore the use of life insurance and other insurance products as a tool for generous charitable giving. While Canada-based, the concepts are applicable in other countries as well. In an...
Professional advisors can help to guide people towards having enough to live comfortably, and support their loved ones during life and after they're g...