Donors: Aiming to Achieve Your Charitable Goals

Grow Your Philanthropic Impact

How to Grow Your Philanthropic Impact

The joy of philanthropy is like planting a seed and watching it grow. It’s about creating a legacy that might well outlive you. But where do you start?

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The Seeds you Plant

The Seeds You Plant

This comprehensive, but easy-to-read guide to charitable-giving strategies and related investment advice is organized around the choices that investors face: purely philanthropic strategies, partly philanthropic strategies, and investments.

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the World You Want

Invest in the World You Want

Don’t settle for the status quo. Pursue change by investing in the world you want. Here’s how.

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Blogs

Don’t Need Your IRA Required Minimum Distribution? Donate It.

With year-end approaching, clients often ask if they can use their individual retirement accounts (IRAs) to fund their philanthropic missions. Unfortunately, most cannot.

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A Day of Giving

November 27 is Giving Tuesday. Established in 2012, this global day of charity was founded to “help others through the gift of time, donations, goods, or your voice.”

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What Einstein Can Teach Business Sellers About Giving

Einstein famously said, “Energy cannot be created or destroyed, it can only be changed from one form to another.”

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