When was the last time you reviewed your retirement account beneficiary election? Many people forget to update their beneficiary after important life events such as marriage or divorce. However, it is very important to ensure your retirement beneficiary information is current. Greenleaf Trust makes updating your beneficiary information easy by offering an online option to […]

In late May 2019, with bipartisan support, the House of Representatives passed the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) by a vote of 417-3. This legislation, if passed, is likely to have an impact on workers, retirees, and heirs. The SECURE Act aims to improve the nation’s retirement system by providing […]

Do you remember writing book reports in school? I often felt the structure of the specific questions, required formatting, and deadlines associated with the report took away from the enjoyment of actually reading the book. The joy in reading for me has always been the creative thoughts inspired by the content of the book, not […]

It seems fitting to me that a man whose last name was Greenleaf first coined the term “servant leader” in 1970. Robert Greenleaf’s concept was that a servant leader focuses primarily on the growth and well-being of people and the communities to which they belong. While traditional leadership generally involves the accumulation and exercise of […]

In our 2018 year-end seminar we recapped a period where almost every major asset class posted disappointing returns as investors grew increasingly concerned by the prospect of a global economic slowdown. We also provided our outlook for the key themes we expected to influence markets in the near- term, and the capital market assumptions shaping […]

What employers can do to help employees to utilize benefits as they near and enter retirement. For many years, you have helped employees save for their retirement by offering an employer sponsored retirement plan benefit. You have encouraged savings through ensuring education sessions were held, individual consultations were available, and maybe even set up automatic […]

Volatility in the financial markets has increased, and the returns that we expect from equity and fixed income markets globally are lower than over the recent market cycles. What are the topics that should be on the meeting agenda for the Finance and Investment Committees for nonprofits? Sustainable Spending Rates One of the more difficult […]

Over the decades many families purchased life insurance, either to act as an income replacement vehicle when the breadwinner died, or to provide immediate liquidity to pay federal estate taxes on the breadwinner’s death. With the 2017 Tax Act’s temporarily doubled federal estate tax exemption amount to $11.4 million per individual, many believe that they […]

A strong nonprofit sector is critical to the success of any community. Yet, there is an inherent power dynamic that enters many of the conversations between funders and the potentially fund-receiving nonprofits which can hinder the development of open and trusting relationships. To truly provide impactful support to our community, funders must recognize this dynamic […]