Give and Take

Core values diagram with magnifying glass and conceptual words on blackboard.
Goal Setting
Viken Mikaelian

Do Your Goals Support Your Values?

If you’re struggling to be as successful as you’d like to be, there’s a great chance that a discrepancy exists between your goals and your values. Success is much easier when your values and your intentions are highly compatible.

Read More »

Stay Informed!

Webinars, free downloads, tax law changes, more. Subscribe today. You can unsubscribe at anytime.

planned giving website

Just getting into planned giving?

Educate donors and build instant credibility, authority and trust with our planned giving micro website.

Stay informed with timely news. You can unsubscribe at any time.

Please select your interest:
You’ll need 88% to pass!
Every planned gift is a major gift. Get educated today.