Noticias del Asesor
Descubre cómo Jeff Knauss y su esposa utilizan su donante asesorado para implicar a sus hijos en su filantropía, participando en el proceso de toma de decisiones sobre dónde dirigen la ayuda y dónde ofrecen su tiempo como voluntarios.
Escucha a Pragya Murphy, MBA, CAP®, Asesora Filantrópica Senior, sobre cómo puedes ayudar a tus clientes a aprovechar posibles eventos de liquidez futuros para apoyar las causas comunitarias que más les importan.
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...
Escucha a Marie Norkett, CFP®, Asesora Patrimonial del Grupo Asesor SageView, cómo "hace la pregunta".
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.”
Our SRI investment pool seeks to support, promote and advance the values and impact areas embodied in our mission and vision.
At the Community Foundation, we work with donors to help them support the causes and charities that are close to their hearts. We manage more than 800 charitable funds set up by individuals, businesses and nonprofits. These funds provide support for the greatest needs of...