Connect more meaningfully with your giving and gain confidence that your philanthropy will create the change you want to see in the world.
Now that the standard deduction has doubled, many are finding that their donations no longer produce the tax benefits they once did.
Philanthropic Advisor Molly Norton shares the most common questions, concerns, and myths around charitable giving, and offers a few tips to get started.
Donor-advised funds are the fastest growing philanthropic tool today, accounting for more than 3 percent of all giving in the United States.
In our third annual Find Your Happy calendar, the words of Nobel laureates reflect powerful insights into humanity and our relationships with each other.
With more than 1 million non-profits in the U.S. alone, figuring out who to support and where your dollars will have the most impact can feel overwhelming.
As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly catalog and analyze every detail, understanding how each component fits into the broader, holistic plan.
The school year has nearly ended, or may already have ended for your children. With summer comes the opportunity for quality time spent together. This
We recognize the importance to our clients of raising responsible children and communicating with them about money in healthy ways.
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