As the holidays approach, we tend to get wrapped up in making plans with our family and friends but the holiday season also means the end of the year, a good time to check if your retirement planning goals are on track. The last day of the calendar year is the contribution/distribution deadline for many retirement accounts, so planning in advance could help you avoid higher taxes with last minute deposits or withdrawals. Here are a few moves to help…
Happy New Year! It’s not too soon to think about what will prompt those glad tidings to emerge ‒ unparalleled end-of-year giving! The clock is ticking as we move through our most generous quarter of the year, so now is the time to make sure your strategy is in place to maximize 2019 contributions. What can you do between now and December 31? Consider the following: Develop data-driven plans based on donor status. Run a descending order report for all…
By Senior Executive Consultant Maria J. Ribera Catholic School Management is widely known by our initials as “CSM.” Along with our distinctive initials, we also have enjoyed a distinctive logo since the company’s founding in 1979 when it graced the introductory issue of our flagship publication, the Catholic School Management Letter, also known more commonly by its initials, CSML. The CSM logo reflects the visual ingenuity of Sister Patricia Mulally. While CSM serves various educational ministries of the Catholic Church,…