News & Stories

Charitable gift annuities (CGAs) are becoming more attractive to philanthropists, making this planned giving vehicle a good fit for individuals who like the idea of … Read More

We have backup plans for everything – we buy insurance when we book a vacation just in case weather makes travel impossible, we use Waze to help us navigate so we have a backup route if there is an accident, and we apply to several colleges so if the first choice doesn’t work out, we have other options. Having a backup plan is an important part of being prepared for all the hurdles life throws at us.