Brooke Thomas

The holidays are here, and as families come together to celebrate, this is the perfect time for advisors to encourage their clients to use charitable… Read More »A Legacy of Giving: How Charitable Giving Brings Families Together

$484.85 billion   That’s how much Americans donated in 2021. In an impressive feat, individuals in the U.S. have continued setting new record-high donation amounts for… Read More »Smart philanthropy: The gift that sets your firm apart

This is a great time of year to talk with clients about how to use their donor-advised fund for year-end giving. Charitable donations come with… Read More »The Heart of Giving