Family Protection Fund
Featured News
Advisor Blog, Featured
May 20, 2024
The Great Wealth Transfer presents opportunities and challenges for families and their professional advisor partners. The question is: is everyone prepared? First, the opportunities: if you are inheriting significant wealth, […]
Community Connector Monthly Newsletter
May 8, 2026
A lot has happened around here this spring. More than $135,000 awarded in recent grants, a matching gift opportunity that doubles your impact, three new funds joining our family, and […]
Advisor Blog
May 4, 2026
For many attorneys, CPAs, and financial advisors, the tax law changes under the One Big Beautiful Bill Act (OBBA) are old news. That is not the case for many of […]
Advisor Blog
May 4, 2026
Charitable lead trust is far from a household word, and you might not run across the need for one very often in your practice. They sure do come in handy […]
Advisor Blog
May 4, 2026
As you work with charitable clients over the course of your career, you’ll likely help dozens of married couples establish Donor Advised Funds and other types of funds at the […]