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. […]
I came to the Foundation just days before my 43rd birthday. My son was entering his senior year in high school and I was ready to accept a new role that would offer me an opportunity to grow in service to our community.
Imagine that a client sits down at your conference room table and begins the meeting something like this: “I’ve got a prime tract of land I bought for $200,000 just 10 years ago, and now I am sure I could sell it for $2 million […]