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Our significant growth in assets this past year has enabled our Board of Trustees to lower our annual fees for donor advised funds and family or business foundations. We believe our new fee structure will encourage continued growth without diminishing our personalized level of service to our fundholders and to the community.
Please get in touch with one of our philanthropic advisors for assistance.
Quiet Types: Spotting Clients Who Prefer to Give Anonymously
As you continue (or begin) conversations about charitable giving with your clients, one important question often arises: How would your clients like their giving to be acknowledged and recognized?
Charitable remainder trusts: What, where, who, why, when, and how?
What is a Charitable Remainder Trust (CRT)? For many attorneys, CPAs, and financial advisors, CRTs can be a powerful solution for the right client. Here's everything you need to know.
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