Publicaciones

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...

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.

La naturaleza inesperada y sin restricciones del legado de Lucy refleja el impacto silencioso pero profundo que las personas pueden tener en las causas que aprecian, incluso en ausencia de apoyo manifiesto en vida.