hand holding growing money

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...

Chedy sitting on steps

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hand holding growing money

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.

露西的遗赠出人意料且不受限制,这与个人即使在生前没有公开支持的情况下,也能对其所珍视的事业产生默默而深远的影响不谋而合。

教育是科纳家孩子的基石,他们的父母都是成功人士,具有公民意识。 现在,他们的父母通过社区基金会继承了他们的遗志,塑造年轻人的思想,支持重要的事业,确保子孙后代拥有更加光明的未来。