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
With St. Patrick’s Day right around the corner and the old sentiment “Luck ‘O The Irish,” I came across an
If you’ve been involved with charitable giving for a few years, you’ve no doubt become familiar with both private foundations
If you’re already dreading asking your clients to pull together their receipts and other documents for 2022 tax filings, this
No doubt, your news feed includes far more
If you’ve been tracking federal legislation, you’re likely aware that on December 29, 2022, President Biden signed a $1.65 trillion-dollar
If you’ve supported a particular charitable organization for many years and perhaps even served on its board of directors, you
Your family may be among those taking their charitable giving budgets more seriously this year, given the stock market’s challenges,
Qualified Charitable Distributions, or “QCDs,” are becoming a very popular financial and charitable planning tool. At the same time, QCDs
Now is the time to share important reminders with your clients about year-end gifts. Time is indeed of the essence!