Historias
Music has been a lifelong passion for retired physicians Dr. Harold L. Husovsky and Dr. Susan E. Stred, influencing the establishment of their donor-advised fund, Rhapsody in Green, that they use to support their charitable interests in music, education, and community needs.
Escucha a Chayna Short, fundadora de Women Overcoming Obstacles Together, hablar de cómo sus experiencias transformadoras con The Leadership Classroom (TLC) y nuestro proyecto de Subvenciones Participativas le proporcionaron orientación para desarrollar, fortalecer y hacer crecer su organización.
As we enter National Estate Planning Awareness Week, now's a good time for a brief refresher on what estate planning is and why it is such a vital component of financial wellness.
In May, leaders from four local grassroots groups celebrated their completion of The Leadership Classroom (TLC). After participating in monthly training sessions, each group received a grant to implement a community project that was proposed and planned during their training.
With so many of your charitably-inclined clients holding large sums of money in 401(k)s and IRAs, now is an important time for a brief refresher course on the benefits of deploying these accounts toward achieving clients’ philanthropic goals. Learn how you can help your clients...
Think of an endowment as a giant savings account filled with donations, which gets invested to grow over time.
Caragh D. Fahy, CFP®, owner and president of MadisonFinancial Planning Group was the 2024 and first recipient of our Partner in Philanthropy Award
Escucha a Justin Miller, Director Nacional de Planificación Patrimonial de Evercore Wealth Management, sobre la importancia de la filantropía familiar y la preparación de las generaciones futuras para el éxito.