It’s not luck… It’s because of you and this community!

With St. Patrick’s Day right around the corner and the old sentiment “Luck ‘O The Irish,” I came across an article talking about where success originates.  Is it luck…serendipity…or hard work?  Quite the question to ponder when one looks back on where you’ve been. I feel so fortunate to be a part of the FM […]

Private foundations and donor-advised funds: Debunking three myths

If you’ve been involved with charitable giving for a few years, you’ve no doubt become familiar with both private foundations and donor-advised funds and their popularity as charitable giving tools. As is often the case with tax and estate planning-related topics, the differences between private foundations and donor-advised funds are sometimes the subject of confusion […]