Publications
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.
With the year is in full swing, now is a good time for advisors to review a few basic tax principles related to charitable giving. Here are three questions that are top of mind for many advisors, along with answers that can help you serve...
Giving Voice Winter 2024: Grantee Story
