News & Events

How “catch-up” contributions can boost clients’ giving

Give your fundraising a summer boost

Advising clients about AI’s impact on charitable giving

3rd Annual Charity Golf Outing Benefits Local Charities

$6,300 Grant to Empower Aging Individuals

$4,500 Grant to Nurture Resilience and Emotional Wellness

Here’s what we’re reading

Retirement plans to charity: Understanding the “trifecta” of tax benefits

Courage, Perseverance, and Service: Meet the 2023 Above and Beyond Scholarship Awardees

Learn more about donor-advised funds

$4,350 to Reduce Participation Barriers in Community Theatre

Tax tips to keep you on your toes

Proposed legislation: Is better deductibility back on the table?

Turmoil in banking and technology: Optimism for charitable giving?

Banking sector unease may signal the need to diversify


