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Sally Alspaugh, CAP

Sally Alspaugh is a Chartered Advisor of Philanthropy® with 35-years experience in donor retention and family legacy consulting.

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Sally Alspaugh is a Chartered Advisor of Philanthropy® with 35-years experience in donor retention and family legacy consulting.
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Sally Alspaugh, CAP | sallyalspaughcap.com Reviews

https://sallyalspaughcap.com

Sally Alspaugh is a Chartered Advisor of Philanthropy® with 35-years experience in donor retention and family legacy consulting.

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1

Fingerprints

http://www.sallyalspaughcap.com/news

Sally Alspaugh, CAP. Chartered Advisor in Philanthropy. Beneficiaries Aren’t Just People Anymore. August 29, 2014. One of the easiest but often overlooked opportunities to leave a gift from one’s estate is the beneficiary change opportunity that comes with an IRA, a 403-b, a 401-k, group life insurance, an existing life insurance policy or an existing commercial annuity. By the way, beneficiary designations never go through probate. In conclusion, I’ve been told that Baby Boomers value convenience, flexi...

2

About Sally Alspaugh, CAP

http://www.sallyalspaughcap.com/about.php

Sally Alspaugh, CAP. Chartered Advisor in Philanthropy. Sally Alspaugh is an independent Chartered Advisor in Philanthropy™. Nationally recognized for her ability to bring clarity and common sense to the complex issues of income and estate tax avoidance through philanthropic planning. She is also highly respected in the Cincinnati area for her family legacy work with high net worth families. Ms Alspaugh has been a guest expert on radio and in print. For years, her column was featured in. In 2013. She...

3

Nonprofits : Sally Alspaugh, CAP

http://www.sallyalspaughcap.com/nonprofits.php

Sally Alspaugh, CAP. Chartered Advisor in Philanthropy. Is the public expression of private values. Obtaining and retaining major donors is vital to the long-term health of a donor-supported organization but it’s never easy. Because donors usually support a variety of causes, motivating and inspiring them to place your organization at the top of their hierarchy is challenging. History of Philanthropy in America: How our Generosity Makes Us Unique in the World. View an outline of the presentation:. The to...

4

Bookshelf : Sally Alspaugh, CAP

http://www.sallyalspaughcap.com/bookshelf.php

Sally Alspaugh, CAP. Chartered Advisor in Philanthropy. Sally’s Book Recommendations. Ethical Wills: Putting Your Values on Paper. Barry K. Baines. Environmental Stewardship in the Judeo-Christian Tradition: Jewish, Catholic and Protestant Wisdom on the Environment. Michael B. Barkey. Ken Blanchard and S. Truett Cathy. Sally’s Review ». Finishing Well: What People Who Really Live Do Differently! Game Plan: Winning Strategies for the Second Half of Your Life. Giving: How Each of Us Can Change the World.

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Family Legacy : Sally Alspaugh, CAP

http://www.sallyalspaughcap.com/familylegacy.php

Sally Alspaugh, CAP. Chartered Advisor in Philanthropy. Like fingerprints, the wealth decisions you make and the legacy you create are yours alone. Because each family is exceptional, and each generation’s story reflects their own values and experiences, to successfully build a family legacy it requires a shared vision, consensus, and long-term planning. As James Hughes writes in Family Wealth, without a vision, a family’s future will atrophy to shirtsleeves to shirtsleeves in three generations. Starting...

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Sally Alspaugh, CAP

Sally Alspaugh, CAP. Chartered Advisor in Philanthropy. Welcome, and thank you for your interest in my work. I am an independent Chartered Advisor in Philanthropy. Doing what I love. I help affluent families build a legacy that leaves fingerprints for future generations. I work with nonprofits to bring clarity to the complex issues of philanthropic planning. Capture the imagination and hearts of donors. Find new ways to keep your organization at the top of donors’ minds. Insights on building family legacy.

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