News

• 

  Timing is everything: Mapping out clients’ 2025 charitable giving plans

  See details »
• 

  Donor Profile: Betsy Grindlay  

  Donor Advised Fund keeps family giving intentional for the Grindlays   
  See details »
• 

  Rediscovering Purpose Through Giving in Retirement

  If you’ve recently retired, you may be figuring out the ideal balance of activities. If you’ve been retired for several years, you might be exploring what brings you the most meaning and fulfillment.
  See details »
• 

  One Big Beautiful Bill Act: Three Insights for Philanthropy

  The OBBBA, with nearly 900 pages of provisions, reshapes policy across major sectors of the U.S. economy. Included in the OBBBA are several provisions that impact philanthropy. 
  See details »
• 

  Ways to Help: Texas Flooding Relief

  As our country faces the aftermath of another devastating storm, many are looking for ways to offer help and hope for those in the wake of the flash flooding in Texas.
  See details »