• What Do You Care About?

    We can help you with charitable giving.

Jul . 14 . 2017

Donor Advised Funds and Your Personality Type

For Professional Advisors Personality type matters, even when it comes to supporting community causes. Your "social ...

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Jul . 03 . 2017

Evaluating the DIY Charity Option

Has starting your own nonprofit ever crossed your mind?  If the answer is "yes," you are not alone. Today's social ...

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Jun . 12 . 2017

You Rock: How Your Community Foundation Gives You Star Power

For Professional Advisors   You know the drill. A client mentions a specific charity in the community and asks you ...

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Jun . 03 . 2017

Clients and Goals: Why Staying Asset Savvy Matters

For Professional Advisors You're advising your clients about their retirement goals, their goals for supporting their ...

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