Join Us on October 20, 2022 for Finding Your Freedom: Through Chaos and Calm

By Kevin Engbers There is a lot happening at Pinnacle Wealth in 2022. And we understand how the year has been for so many of you. Stability, calmness, and peace have not been words of favor. In response, we put our minds together and decided to launch an event for this fall — and we’d …

Expand Your Charitable Reach

As a kid, Zachary Conway’s financial advisor father tried to instill good savings and charitable habits. Conway, founder and CEO of Seeds Investor, recently told the Framework podcast team about how that worked. When he got his monthly allowance, he divided it up among several containers: o …

How to Make Charitable Giving Part of Your Financial Plan

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

How to Get Started on Your Life Goals in a New Year

We have all been there before: frozen almost, staring down the road of a daunting, seemingly impossible task. Voices battle inside us, telling us that the job is too big and maybe we should just forget it.

Are You Guilty of “Peanut Butter Philanthropy”? How to Overcome Your Best Impulse and Give Strategically

The so-called “Peanut Butter Manifesto” written by a Yahoo! Executive in 2006 gave us a term that hasn’t worn thin yet. The “Peanut Butter Approach” is a derisive term used in business to describe spreading anything – money, energy, time – too far and too thin to be effective or useful. 

The Power of ‘Emotional ROI’ Through Charitable Giving

Return on Investment (ROI) is a term you learn about 5 minutes into your first class in business school. Maybe the business model is elegant and the organization is streamlined, but that all begs the question: what is the ROI? How much will we make?

How Can I Donate in the Most Efficient Way Possible?

There are many ways to give to nonprofit organizations – from dropping off your old couch at Goodwill to volunteering at the local soup kitchen. When it comes to giving money, there are many personal benefits, both emotional and financial.

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