Peter A. Dunn

Giving Voice Fall 2021

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For tax planning purposes, changes in residency status for snowbirds or those with dual residences can lead to additional scrutiny to determine a taxpayer’s “domicile” (permanent and principal home), but it needn’t mean severing all ties with the place they called home for much of...

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Giving Voice 2021: Giving Matters

After a series of community dialogues, Hopeprint recently launched its micro-neighborhood reinvestment strategy, which seeks to address the area’s lack of quality, affordable housing.

Giving Voice Fall 2021

Girl standing on sidewalk

Giving Voice Fall 2021

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Whether your clients are interested in making an immediate impact or planning to leave lasting gifts to charity and/or heirs, there are several strategies that make the IRA an ideal charitable giving vehicle.

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Annual Report: 2021

Graphic image of faces for Black Equity & Excellence Fund

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In anticipation of Dr. James’ upcoming presentation for professional advisors in October, and to provide a glimpse into the minds of your charitable clients, we’re sharing four key takeaways from his research.