During times of market volatility, it’s important to review your charitable options and opportunities. The coronavirus has financially impacted individuals and businesses, and […]
Gifting in a Volatile Market View More »
Here’s how to choose a trustee that’s up to the important task at hand. Choosing a trustee – the person or entity who’ll
The Three T’s of Effective Trustees View More »
Explore four ways that giving back can benefit you, your business and your staff. Did you know that 82% of all U.S. consumers
Giving Back Can Be Very Good for Business View More »
Preserving your property across generations takes thoughtful planning and open communication. Watching your daughter take her first steps in the nursery. The porch
Strategies for Keeping Your Beloved Home Within the Family View More »
Five ways to refine your plan for the future. A new year brings new opportunities to help you protect your legacy through estate
Optimize Your Estate Plan for 2020 and Beyond View More »
Documenting your future wishes is especially important if you’re the single parent of an underage child. No matter if they’re adults or minors,
Single Parent? Formalize Your Estate Intentions View More »
There are many ways to support an alma mater – donating QCDs, giving appreciated stock or founding a scholarship are just a few
Proud Alumna or Alumnus? Explore Strategies for Giving Back View More »
Americans’ total unadjusted giving actually increased year over year – posing the possibility that, for the charitably minded, it’s often more about heart
Why Didn’t the New Standard Deduction Stunt Charitable Giving? View More »
Women are wealthier and making waves when it comes to philanthropy. It may seem stereotypical, but women tend to be givers – to
The Rise of Female Philanthropists View More »
As 2019 wanes, consider the many ways charitable giving can brighten a holiday season. Charitable giving is a tradition for many of us,
The Timeless Tradition of Charitable Giving View More »
