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White Papers

5 Reasons Philanthropy Is An Untapped Growth Engine

ELEVATE YOUR WEALTH PRACTICE BY SEAMLESSLY BLENDING CHARITABLE GIVING INTO FINANCIAL PLANNING

Financial services providers looking for ways to grow business may be missing out on an opportunity that is right under their noses. Today’s wealthy families…
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eBooks

The Secret to Joyful Giving

STRATEGIES AND RESOURCES TO HELP PHILANTHROPISTS AND FAMILIES GET IN THE SPIRIT OF THE GIVING SEASON

The giving season is almost here, but if you feel like you might be missing out on some of the excitement, you’re not alone. Although…
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Articles

5 Ways Giving and Wellness Are Connected

UNDERSTANDING THE LINK BETWEEN PHILANTHROPY, FINANCIAL WELLNESS AND HAPPINESS

While there are relationships between money and happiness, giving money away can actually play a role in overall wellness.