Advisor News
Learn how Jeff Knauss and his wife use their donor-advised to engage their children in their philanthropy by participating in the decision-making process around where they direct support and where they volunteer their time.
Hear from Pragya Murphy, MBA, CAP®, Senior Philanthropic Advisor, on you can help your clients leverage potential future liquidity events to support the community causes they care most about.
Hear from Jan Lane, CAP®, Senior Philanthropic Advisor, about the three key provisions affecting philanthropists in the new SECURE 2.0.
William Davies, Attorney at Davies Law Firm, P.C., explores how the New York Statutory Power of Attorney affects charitable giving.
Updated forecasts suggest that U.S. households will transfer more than $84 trillion over the next quarter century. For advisors, this transition continues to signal major planning opportunities as more baby boomers turn their attention to retirement and estate planning. But how will this impact us...
Hear from Marie Norkett, CFP®, Wealth Advisor, SageView Advisory Group, on how she “pops the question.”
In anticipation of Professor Hoyt’s upcoming appearance in October, we’re sharing a few teasers from his presentation.
Hear from William Davies, Attorney at Davies Law Firm, P.C., on how he “pops the question.”
Our SRI investment pool seeks to support, promote and advance the values and impact areas embodied in our mission and vision.
At the Community Foundation, we work with donors to help them support the causes and charities that are close to their hearts. We manage more than 800 charitable funds set up by individuals, businesses and nonprofits. These funds provide support for the greatest needs of...