Publicaciones
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.
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...
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.