Publications
With so many of your charitably-inclined clients holding large sums of money in 401(k)s and IRAs, now is an important time for a brief refresher course on the benefits of deploying these accounts toward achieving clients’ philanthropic goals. Learn how you can help your clients...
Giving Voice Spring 2024: Grantee Story
Giving Voice Spring 2024: Granting Matters
Giving Voice Spring 2024: Giving Matters
Hear from Justin Miller, National Director of Wealth Planning at Evercore Wealth Management, on the importance of family philanthropy, and preparing future generations for success.
The unexpected and unrestricted nature of Lucy’s bequest echoes the quiet yet profound impact individuals can have on causes they hold dear, even in the absence of overt support during their lifetime.
Education was a cornerstone for the Koerner kids, instilled by their successful and civic-minded parents. Now, their parents’ legacy of shaping young minds to supporting vital causes lives on through the Community Foundation, ensuring a brighter future for generations to come.