Publications

Your clients (and you!) may still be recovering from a hectic end to 2024, but don’t let that stop you from helping families get a jump on their charitable planning for 2025. As compelling as year-end giving may be, perhaps even more compelling are the...

Here’s a roundup of events and activities that we’ve led over the past year to deepen our engagement and collaboration with local advisors.

Peter Wong, a former airline worker, found renewed purpose through North Area Meals on Wheels after health challenges left him isolated. With nutritious meals, friendly visits and vital support, he says, “It gives me a reason to get up and live a life.”