Advisor Stories
Hear from Jan Lane, CAP®, Senior Philanthropic Advisor, about the three key provisions affecting philanthropists in the new SECURE 2.0.
William Davies, Attorney at Davies Law Firm, P.C., explores how the New York Statutory Power of Attorney affects charitable giving.
Updated forecasts suggest that U.S. households will transfer more than $84 trillion over the next quarter century. For advisors, this transition continues to signal major planning opportunities as more baby boomers turn their attention to retirement and estate planning. But how will this impact us...
Caragh believes that building a financial plan is like putting together a puzzle and charitable giving is an important piece.
In anticipation of Professor Hoyt’s upcoming appearance in October, we’re sharing a few teasers from his presentation.
Hear from William Davies, Attorney at Davies Law Firm, P.C., on how he “pops the question.”
A century ago, Cleveland banker Frederick Goff had a vision: pool the charitable resources of his community’s philanthropists into a single permanent endowment for the betterment of the city. That vision led to the formation of the Cleveland Foundation and a movement that has transformed...
Our SRI investment pool seeks to support, promote and advance the values and impact areas embodied in our mission and vision.