A Moment to Meet: Philanthropy’s Crucial Role
Over the last several years, communities across the country, including our own region, have faced moments of enormous challenge, from natural disasters and economic uncertainty … Read More
News & Stories
What Type of Donor Are You—Scattered, Results-Focused, Just Getting Started, or Deep Into it Already?
Even if you are new to charitable giving, you’ve likely discovered that there’s no single “right” way to approach making a difference. That’s not only … Read More
Step by Step, it Starts With ‘Love of Humanity’
The word “philanthropy” comes from Greek roots, meaning, quite simply, a love of humanity. It’s a big word, but at its heart, it reflects something … Read More
Rethinking Legacy: Balancing Gifts to Heirs With the Community’s Future
Next time you meet with your estate planning attorney, it may be a good idea to check in on your long-term plans and ask yourself … Read More
Wake Up Call: OBBA Changes and Client Conversations
For many attorneys, CPAs, and financial advisors, the tax law changes under the One Big Beautiful Bill Act are old news. That is not the … Read More