We are excited to share that we’ve been recognized as a 2023 Indy Star Top Workplace. The award is based on employee feedback results captured… Read More »Ren recognized as a 2023 Indy Star Top Workplace
Charitable giving is a powerful way to encourage clients to include families in their charitable planning. While financial advisors often wonder if charitable giving is… 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
8910 Purdue Road, Suite 500
Indianapolis, IN 46268
(317) 757-3453