Nouvelles des conseillers
Découvrez comment Jeff Knauss et sa femme utilisent leur fonds de donateurs pour impliquer leurs enfants dans leur philanthropie en participant au processus de prise de décision concernant les domaines dans lesquels ils apportent leur soutien et ceux dans lesquels ils font du bénévolat.
Pragya Murphy, MBA, CAP®, Senior Philanthropic Advisor, vous expliquera comment vous pouvez aider vos clients à tirer parti d'éventuels événements de liquidité futurs pour soutenir les causes communautaires qui leur tiennent le plus à cœur.
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...
Marie Norkett, CFP®, conseillère en gestion de patrimoine, SageView Advisory Group, vous explique comment elle "pose la question".
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...