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…

A Simple Framework for Giving: Time, Talent & Treasure

Giving

Generosity can take many different forms. As the nation’s largest provider of support services to private foundations, every day we see inspiring examples of the variety and creativity that can make giving so impactful for the recipient – and rewarding for the giver.

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.

Philanthropy in Transition

Here’s a summary of the three proposals. For more information, watch the replay of Philanthropy in Transition: Navigating the Shifting Tax Landscape.