Put The Planning In Estate Planning
Your last will and testament may sound like the definitive word on your estate. But while it’s important to have your basics covered, […]
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Charitable Giving
Season Of Giving
As we enter the last month of a turbulent year, we also begin the season of giving. There are so many opportunities to
Tax Tweaks Often Affect Givers’ “How” but not Their “Why”
Generous families remain a positive force amid this tough year – though some have adjusted their strategies due to the CARES Act. Hear
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Giving: How To Do The Most Good Without Disrupting Your Financial Plan
Many studies have shown that charitable giving provides greater happiness than buying more stuff. Eventually, you get used to your fancy new car
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Give Wisely to Maximize Your Charitable Impact
Contribute to the causes you care about with strategies that match your intentions. Two studies conducted at the University of Chicago and Northwestern
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Ensure Your Work Leaves a Lasting Impact [INFOGRAPHIC]
Your work ethic and the actions you take today can make a lasting impact on the lives of those around you.
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The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]
Explore a spectrum of strategies that can help you live out your family legacy.
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6 Actions That Can Build an Enduring Philanthropic Legacy
Making a difference can start with how you live your everyday life. When you think about your legacy, perhaps you hope to one
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Ideas to Take Your Generosity Further [INFOGRAPHIC]
From dedicated trusts to volunteering, there are many ways to not just leave behind a legacy of generosity, but to live it.
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Gifting in a Volatile Market
During times of market volatility, it’s important to review your charitable options and opportunities. The coronavirus has financially impacted individuals and businesses, and
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