Many of you, if you’re retired or nearing retirement, are probably already using strategies like Qualified Charitable Distributions (QCDs), donating appreciated assets, or perhaps Donor Advised Funds (DAFs) as part of your giving strategy. If so, you may be wondering how the new ”One Big Beautiful Bill Act” (OBBBA) affects your giving—in these ways, or … Read more
I alluded to this in my last post, and I’m excited to announce that my latest book, NextGen Steward, is now available in both Kindle and paperback formats on Amazon. This project has been in the works for quite some time, pulling together over 60 articles I originally wrote for the NextGenSteward Substack platform, which … Read more
I have some exciting announcements for you! You may recall that in early summer, I mentioned stepping back from publishing articles on Retirement Stewardship for a while to focus on a project called “NextGenSteward.” It’s a stewardship course I developed for young adults, based on material from a seminar I led for a group of … Read more
