George listened to each constituent and valued their time. He appreciated talent whether it was from a high school student or a senior citizen.

Giving Voice Fall 2021: Point of View

For tax planning purposes, changes in residency status for snowbirds or those with dual residences can lead to additional scrutiny to determine a taxpayer’s “domicile” (permanent and principal home), but it needn’t mean severing all ties with the place they called home for much of...

Giving Voice Fall 2021: Giving Matters

Giving Voice Fall 2021: Grantee Story

Giving Voice Fall 2021: Cover Story

Giving Voice Fall 2021

"Me di cuenta de que la gente de esta comunidad era la misma que me ayudó a construir el negocio y a tener éxito económico, por lo que supe que tenía que devolver algo a la comunidad que tanto me había ayudado".

Whether your clients are interested in making an immediate impact or planning to leave lasting gifts to charity and/or heirs, there are several strategies that make the IRA an ideal charitable giving vehicle.

Annual Report: 2021