“The greatest wealth transfer in modern history has begun,” according to a mid-2021 report in the Wall Street Journal. And with tax reform’s big bite into estate values off the table, at least for now, many of your older clients may be thinking seriously about their legacies. And these […]
The Community Foundation exists to help generous individuals, families and organizations put their philanthropic vision to work. One of the most rewarding charitable giving vehicles is an endowment—a fund that will exist in perpetuity to help now AND for generations to come. Felecia L. Walker, […]
What’s off the table, what’s still in play, and what your charitable clients need to know now about tax reform Late last month, the White House released a proposed $1.75 trillion revenue package, putting to rest (for now) some of the uncertainty as to […]
Our society has long neglected Black and Brown communities, creating disparities and placing people in harm’s way. Each day, I spend time examining the factors precluding the attainment of equality. Whether intentional or unintentional, the financial system has historically discriminated against and marginalized diverse fund managers. […]
We hope that you will be inspired to engage with your family and community during this season of giving and in the new year.
