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Gross Mendelsohn Blog

A resource to help business owners, nonprofit executives and high net worth families preserve wealth, grow and thrive.

Don’t Fall for IRS Phone Scams

Several of our partners and clients have gotten phone calls from people posing as IRS agents. With April 15 right around the corner, this can be unnerving.
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How to Align Your Nonprofit’s Goals With Its Mission

“If you don’t know where you are going, any road will get you there.” This quote from Lewis Carroll’s book, Alice in Wonderland, holds a lot of truth in the business world. The story begins when Alice, out of sheer curiosity, chooses to follow an odd and...
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How Private Schools Should Record Planned Giving Arrangements

One of the many ways donors provide financial support to charitable organizations, including private schools, is by establishing trusts or other arrangements under which the nonprofit receives benefits that are shared with other beneficiaries. These...
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The Biggest Problem In Estate Planning Is You

More than hundreds of estate plans and one-quarter of a billion dollars in assets later, I can clearly pinpoint what separates outstanding results from a well-constructed and executed estate plan from those that fail to protect legacies, assets and the...
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Nonprofits, Volunteer Recruitment and Retention Doesn’t Have to Be Rocket Science

No matter what your nonprofit’s volunteer base looks like, enhancing a volunteer’s experience will benefit your organization and maximize volunteer turnout at future events.
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5 Things Private School Board Members Should Know About Financial Statements

You’ve just joined the board of directors of a private school. Or perhaps you’ve been on your school’s board for some time, but want to learn more about your role in the financial oversight of the school.
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