Philanthropy: It’s a Marathon, Not a Sprint
As 2025 continues to deliver twists and turns, it’s important to keep talking about philanthropy. Charitable giving is a vital strategy for your clients, even … Read More
News & Stories
Charitable Remainder Trusts: What, Where, Who, Why, When, and How?
If you’ve represented charitable families over the years, you’ve certainly heard the term “charitable remainder trust,” sometimes called a “CRT.” You might have even helped … Read More
Crisis Giving: Proceed with Caution, but Do Proceed!
It’s a natural human response to want to help in a crisis–even though it’s hard for many people to ask for help. Indeed, Stanford social … Read More
Many Happy Returns: How to Help Your Kids Celebrate Charitable Giving
If you’ve ever considered wrapping charitable giving into a child’s birthday party, you are not alone! Lots of parents are encouraging their kids to have … Read More
Make a Plan–and Make Your Favorite Nonprofits Part of It
At some point during your adult life, you’ve likely realized that it would be wise to put in place a will, trust, and powers of … Read More