News & Updates

Charitable giving checklist, donor-advised fund as a central hub, dual charitable strategies, and transferring a private foundation

Mabel Schaefer’s Inspiring Legacy Story

Mabel Schaefer's passion for early childhood education, her Catholic faith, and helping the elderly lives on thanks to her generosity.

Postmark changes, client anxiety, retirement case study, tax time scenarios, and insights about women & philanthropy

Nearly $525 million in grants represent decades of community investment, partnerships, and lasting change.

Ways to give, advisor coordination, and sudden life changes

Local nonprofit organizations provided food assistance through United Community Relief Fund grants.

Charitable giving considerations, concentrated stock positions, and client meeting topics

Tax rule changes, client retention, and community foundation donor-advised funds

Giving in times of need, planning questions, and philanthropic inspiration

Celebrate charitable giving, inherited IRAs, client solutions, and philanthropic advising