Publications
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.
“They were sensationally good parents,” Joe remarked. Lang and Nini will both be remembered fondly by their family as kind, patient caregivers who loved each other, their family and their community with every fiber of their beings.
Giving Voice Spring 2021: Grantee Story
If the pandemic changed the way we learn, work, gather, celebrate and mourn, it also impacted the way we plan. However, advisors met the moment in kind by offering innovative ways to meet, discuss and implement plans.