Wes Brown

Planning For Legacy

By Wes Brown, Senior Associate. August is National Make-a-Will Month—a timely reminder to the nearly 67% of American adults who do not have a legal will in place. Wills and other estate planning documents such as health care power of attorney are on the to-do list, but many people simply don’t get around to the review, reflection, division, and designation of cash, property, and other assets accumulated over a lifetime. At death there are heirs by default of course. But responsible stewardship—the ultimate sharing of our resources with people and causes we care deeply about—requires plans, decisions, and documents. Philanthropic giving is often part of an estate plan and can be a tax-wise strategy to leave a legacy beyond one's lifetime. I have known many families who have felt gratification knowing the impact of their gift will [...]

Gifts That Keep On Giving

By Wes Brown, Director of m+r Faith Communities. The year 2020 winds down with some questions answered about life in the pandemic, yet much remains unknown on the far horizon. In this digital age many of us have discovered new ways to move our lives forward. Stores, classrooms, offices, gathering places, and resources have gone virtual, continuing to be accessible online—but not for everyone. The best institutions form us to be resourceful and collaborative, particularly in unusual circumstances. My vocation working to strengthen faithfulness and develop spiritual leadership has taught that unusual times offer extraordinary opportunities. Traditionally, faith communities tend to think more about the past than the future. The pandemic has pushed us into new practices such as online giving, reordering priorities about physical facilities, and innovative ways of witness and service. This summer when it became clear that [...]

2020-11-11T03:58:47-05:00November 11th, 2020|All Posts, Capital Campaigns, Client Highlights, Team Expertise|
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