Juliet Maloff
It was an “a-ha” moment for Pamela Kip Reisman Monaco when she read another woman’s story of leaving a planned gift to the Community Foundation.
Giving Voice Fall 2022: Granting Matters
Giving Voice Fall 2022: Grantee Story
Giving Voice Fall 2022: Cover Story
Seventeen grants from our Black Equity & Excellence Fund totaling $240,000 were distributed to support Black-led nonprofit organizations and projects that counteract systemic racism.
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...
Jeff Knauss gives because “it’s the right thing to do—period.” He strives to continue making a bigger impact in our community by contributing to its greater good.
Caragh believes that building a financial plan is like putting together a puzzle and charitable giving is an important piece.