Field-of-interest and designated funds could be your year-end friends

As you’re looking ahead to year-end giving, you’re likely thinking [...]

By |2024-10-31T11:28:42-04:00October 31, 2024|Funds, Impact, Professional Advisors|Comments Off on Field-of-interest and designated funds could be your year-end friends

6 Important Reminders for Supporting your Favorite Causes During the Year-end Rush

Holidays and tax planning (although very different in the ways [...]

By |2024-07-26T09:50:23-04:00November 29, 2023|Professional Advisors|Comments Off on 6 Important Reminders for Supporting your Favorite Causes During the Year-end Rush
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