Charitable Gifting

Some feel a philanthropic tug on their heartstrings from time to time, while others make charitable donations an integral part of their financial plan. Whether you fall into one category […]

Gifting is a well-known strategy for passing the legacy of your wealth to the individuals and nonprofit organizations close to your heart. But there are a number of different factors […]

A majority of high net worth households—up to 91 percent—donate to charity. That’s compared to just 59 percent of the total population, according to research from the Indiana University Lilly [...]

The other day, a client walked into our office looking for something a bit different than what you might expect. He wasn’t worried about providing for heirs. He wanted to […]