Sally’s Resources
A Birthday to Remember
An excerpt from The Advisor, 2006 Newsletter from World Financial Advisors. Republished with permission.
A sense of purpose comes in all shapes and sizes; sometimes in a lightning bolt, sometimes over time, often with the guidance of a friend or mentor, or both; rarely in a vacuum. Sometimes it comes in the form of a question, such as “how shall I spend my next birthday?”
For Ginny Kuntz, a Vision Trip to the Dominican Republic was a desire that evolved over the space of a year,
and though it wasn’t intentional, she did spend her 63rd birthday actually taking the trip.
“I had reached a point in my giving where I didn’t want to just send a check anymore,” she said.
Ginny met a number of times with her financial advisor, Sally Alspaugh, in Cincinnati, Ohio,
and learned about the opportunity to go on a Vision Trip.
This idea really came about when Jeanne Hungerman, former executive director for World Vision, got involved.
Jeanne recalls, “I met Sally a couple of years ago because she was a member of the
World Vision Financial Advisors Network and we had instant rapport.
Sometime later, and totally unrelated, I called on Ginny, a World Vision donor, to thank her for her gift.
You can imagine my surprise when I discovered in our conversation that Sally was her financial advisor!
After several discussions, Sally and I soon realized that the next step for Ginny would be to have the
experience of going on a Vision Trip.”
read the entire article »
Sally’s Bookshelf
Browse Sally’s personal bookshelf of recommended reading with synopses and links for online purchase.
Articles & Information
Articles by Renata J. Rafferty, a leading advocate for informed philanthropy, and other informative snippets and reprints.
Family Retreat
A 2-day retreat to settle family issues and clarify wishes, goals, values, and beliefs in a quiet setting.
Samples of a Family Letter of Intent.
Case Studies
Disinheriting the IRS: How the Mastersons built a legacy of voluntary philanthropy instead of involuntary estate taxation.