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Monthly Archives: July 2024

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Read more about the article Left behind? Why companies need philanthropy advice too.

Left behind? Why companies need philanthropy advice too.

  • Post author:Ellie Davis
  • Post published:July 24, 2024
  • Post category:Giving Guidance
  • Post comments:0 Comments

Let's Talk About Corporate Philanthropy It’s relatively straightforward to see how philanthropy figures into the financial and estate plans you build for individuals and families. After all, many of these…

Continue ReadingLeft behind? Why companies need philanthropy advice too.
Read more about the article Advising the charitable millionaire next door

Advising the charitable millionaire next door

  • Post author:Ellie Davis
  • Post published:July 24, 2024
  • Post category:Giving Guidance
  • Post comments:0 Comments

"401k millionaires" At the end of 2024’s first quarter, an estimated 485,000 Americans could count themselves among the so-called “401(k) millionaires,” meaning the balance in their employer-sponsored retirement plans has…

Continue ReadingAdvising the charitable millionaire next door

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