Weighing the options: Private foundation or donor-advised fund?
Three Common Myths 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. Certainly you…
Trust matters: Your clients’ go-to resource for community impact
Trust Matters As attorneys, CPAs, and financial advisors, you know very well that trust is at the foundation of your relationships with clients. Your clients are seeking a similar level…