Professional Advisors
Charitable mindset: What are clients thinking?
Knowing what clients may be thinking related to charitable giving can help you address the philanthropic components of a client’s estate and financial plan
Giving Strategies
Advancing your purpose: Considerations for a philanthropic retirement
Retirement offers a unique opportunity to rediscover a sense of purpose beyond the confines of a traditional career
Giving Strategies
More than meetings: Considerations for joining a board
Choosing the right board service opportunity for YOU
Giving Strategies
Make a plan–and make your favorite charities part of it
At some point during your adult life, you’ve likely realized that it would be wise to put in place a will, trust, and powers of attorney, as well as undertake at least a basic level of financial planning to stay on track with retirement and other wealth-related goals for yourself and for your family. Perhaps you’re also among the many people who have thoughtfully incorporated charitable giving strategies into a comprehensive financial and estate plan. If you’ve not yet wrapped charitable giving provisions into your will, trust, and financial plans, it’s never too late (or too early) to do so.
