What is National “Make a Will” Month?
National “Make a Will” Month is dedicated to encouraging individuals to either create a will or update their existing one. A will is more than
Gifts of real estate: Watch every step
We’re hearing from more and more attorneys, accountants, and financial advisors that your clients are expressing interest in giving real estate to charity. This is
Less can be more: Charitable giving helps parents pass wealth to children
How much is too much? That’s a question many parents ask as they structure lifetime gifts and bequests to children in their financial and estate
Counting pennies: How to counsel frugal yet charitable clients
Over the years, you’ve no doubt experienced a wide range of what clients perceive as “wealthy.” You’ve likely also observed that clients have different assumptions about what
Exploring the Benefits of Environmental, Social, and Governance (ESG) Investing
In today’s rapidly changing world, more investors are seeking opportunities that align with their values while also providing strong financial returns. Environmental, Social, and Governance
Women’s Fund Hosts Girl-Centered Practice Training Workshop
At the end of June, the Women’s Fund hosted a 3-day training workshop in Girl-Centered Practice Training for 15 participants. This educational program is designed