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How the Next Generation is Changing Philanthropy

Philanthropy is shifting and the change is being driven by the next generation of donors. Generation Z and Millennials are...

Donor Articles

Six Tips for Your Year-End Charitable Game Plan

As 2025 draws to a close, now is the time to review your charitable giving strategy with your advisors. Recent...

Donor Articles

Back to School: Teaching Kids the Joy of Giving

As families gear up for the new school year, fresh notebooks, sharpened pencils, and a new routine, it’s also a...

Donor Articles

Advancing your purpose: Considerations for a philanthropic retirement

If you’ve recently retired, you may still be exploring how to spend your time in a meaningful way. Even those...

Donor Articles

More than meetings: Considerations for joining a board

If you’ve served on a nonprofit board of directors, you know that the role demands much more than simply showing...

Professional Advisor Articles

Charitable mindset: What are clients thinking?

Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any...

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