Building Legacy and Loyalty

Building Legacy and Loyalty

How Susan Damiani Grew The McCallen Society at St. John’s University For more than 20 years, Susan M. Damiani, M.B.A. ’87CBA Director of Gift Planning and head of The McCallen Society at St. John’s University, has been a driving force in transforming legacy giving...
It’s Not About Tax Law – It’s About Your Donors

It’s Not About Tax Law – It’s About Your Donors

It’s Not About Tax Law – It’s About Your Donors Refocusing Planned Giving on Values and Legacy Planned giving has always been part relationship building and part technical expertise, but the technical landscape has shifted considerably. Major tax law changes since...