News

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  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.
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  Give to Lincoln Day Breaks Records – Raises $9.5 Million for Local Nonprofits

  The 14th annual Give to Lincoln Day on May 29 raised $9.5 million for 502 local nonprofits – the highest amount raised in the event’s history and nearly $1M more than the year prior.
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  Generational Shifts: Fulfilling clients' charitable wishes

  Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to their Gen X and Millennial children.
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  Philanthropy: It’s a marathon, not a sprint

  Charitable giving is a vital strategy for your clients, even in times of economic uncertainty.
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  Weighing the options: Private foundation or donor advised fund?

  When you’re working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure.
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