Generational giving

Engage Next Gen donors through strategic giving

by Kyle Christopherson, MBA, CFP®

While it can seem easy these days to lump “younger clients” into one big basket, the truth is that the up-and-coming generations fall into three… Read More »Engage Next Gen donors through strategic giving

Establish a charitable legacy with a private family donor-advised fund

by Kevin McGrath, Vice President

When people think of family legacies, names like Carnegie, Ford, and Rockefeller spring to mind. These families were pioneers in business and innovation at the… Read More »Establish a charitable legacy with a private family donor-advised fund