
Highly-appreciated stock: If your client missed the ideal window, it’s still not too late to support charity
During a routine check-in meeting, your client casually mentions that the client’s employer, a local company, was just acquired. The

During a routine check-in meeting, your client casually mentions that the client’s employer, a local company, was just acquired. The

Earlier this year, Bankrate and Psych Central released the

Many donors elect to use a donor- advised fund at the community foundation as an organizing tool, frequently recommending grants

Eric, who has autism, began attending Inspire Innovation Lab five years ago after experiencing instances of eloping and self-harm, sometimes

August is national Make a Will Month, and the publicity surrounding this designation may prompt your clients to ask you

Advisors frequently comment that they’re surprised to discover the many ways the community foundation can help their clients, especially compared

Developing a thorough estate plan isn’t important only for Baby Boomers and Gen Xers. Millennials, who now make up nearly

If you’re a business owner, at some point you may begin thinking about an exit strategy. Before you start putting