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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.
You’ve probably begun reminding clients about year-end tax deadlines and important loose ends to tie up before 2027 arrives. Remember, though, that even if you’ve already mentioned year-end deadlines, it’s worth continuing those reminders.
In 2008, the U.S. House of Representatives adopted a resolution supporting the designation of National Estate Planning Awareness Week, observed each October. You’ve likely heard of it, and you may know that this year's observance takes place October 19 through 25.
National Estate Planning Awareness Week is coming up from October 19 through 25. This comes on the heels of August’s Make-A-Will Month. A reminder to “make a will” is good advice, of course, but a thoughtful estate plan usually involves much more than a single document.
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