As attorneys, CPAs, and financial advisors, you’ve no doubt noticed that financial publications’ coverage of Donor Advised Funds is increasing. This is no surprise, considering that these popular vehicles can […]
As the economic and legislative environment continues to evolve, advisors are sharpening every tool they have to help clients meet both their financial and charitable goals. Provisions enacted as part […]
If your client base includes business owners, you’re no doubt at least generally aware of the benefits of giving closely-held business interests to charity. Beyond that, though, the details may […]
Sally Ehrle believes in the simple power of helping others — a belief that has blossomed into scholarships, hospital support and countless acts of kindness that strengthen our county. From […]