Hannah Boundy, CFA®, CFP®
Raising Givers
Incorporating the research of Adam Grant on givers and takers sets our kids up to be successful contributors and collaborators.
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Hannah Boundy, CFA®, CFP®
- Aug 22, 2023
- 3 min
Why Meaning Matters in Legacy Planning (and how to find it)
Looking for meaning in the good, the true, and the beautiful and utilizing planning to maximize your impact.
48 views
Yvonne Darby
- Jul 19, 2023
- 3 min
A Legacy of Generosity
Why giving matters and how to include your family in your charitable legacy.
21 views
Guest Contributor
- Jun 14, 2023
- 2 min
Donating Stock to Charity—Both You and the World Benefit
We all know how to donate cash to charity, but there’s another way that you can support your favorite causes: donating your stock.
21 views
Hannah Boundy, CFA®, CFP®
- Apr 17, 2023
- 3 min
A Feel-Good Article About Generosity
The sustaining impact of generosity and how doing good is good for us.
37 views
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