Have your cake and eat it too: A dual approach to charitable giving
A donor-advised fund with a bequest provision, established at the community foundation, is a great solution for many donors.
Have your cake and eat it too: A dual approach to charitable giving
Hidden no more: Designated funds and field-of-interest funds
The Highest Standard for Local Giving
The "i's" have it: Two key topics for client meetings
Nonprofit Sector Insights - October 2022
The BEAR Market
Hurricane Relief
Highly-Appreciated Stock
Inherited IRAs: Big headache, or big opportunity?