Help for Ukraine

We know many of you are gravely concerned about the humanitarian and economic crisis created by the invasion of Ukraine by Russia. If you would like to help, here are some resources where you can direct your giving. The local chapters of the United Way of […]

A Race to the Starting Line

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.  […]

Special giving opportunity expires 12/31/2021

Congress extended legislation through the end of this year to allow up to 100% of a taxpayer’s Adjusted Gross Income (AGI) to be deducted for CASH gifts to charities (excluding supporting organizations, private foundations and donor-advised funds).  This creates a special opportunity to accelerate one’s […]

The Way Free Clinic

The Way Free Clinic, established in 2006, provides 100% free medical care for uninsured, low income residents of Clay County. But The Way Free Medical Clinic can’t treat everyone, and there are other providers who are able to support these residents. A new initiative—ClayPASS—seeks to coordinate all the providers…