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April 10, 2024 Timing is everything | When to engage a philanthropic advisor?

When is the right time to engage a philanthropic advisor to achieve effective and lasting results? You and your family may be exploring estate and tax planning strategies with your advisors. Philanthropy and social impact are likely a part of the conversation. You are asking big questions about legacy planning and how to take care […]

March 21, 2024 Five reasons why you want to engage an independent philanthropic advisor

Why do you want to invest your  time working with an independent philanthropic advisor? As the great wealth transfer is taking place, working with an independent philanthropic advisor can help accelerate an effective philanthropic process as assets are changing hands.  Advisors work collaboratively with you and your advising team to reach your collective financial goals. […]