6 Ways to Connect With Clients During Market Turmoil

Your HNW clients rely on you for holistic guidance. And the work you’ve been doing together prepares them to weather volatile times like these and stay focused on their long-term goals. The markets are especially difficult right now and that makes it easy to focus…

Philanthropy Refresh

Whether there’s a shift in societal norms, urgent community needs, a humanitarian crisis, a natural disaster, or a pandemic, today’s changing environment reminds givers of the importance of a philanthropy refresh by assessing their strategy and grantmaking priorities…

5 Tips to Maximize Year-End Giving

Here are five tips just in time to extend your year-end giving and make sure you are maximizing your charitable giving to organizations important to your and your family’s hearts.