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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.
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Hannah Boundy, CFA®, CFP®
- May 17
- 3 min
Guiding the Conversation About Generational Conflicts of Interest
A few talking points for guiding a meaningful conversation around generational conflicts of interest.
18 views
Yvonne Darby
- Apr 20
- 4 min
Estate Planning at Any Age
Is it too soon to be thinking about an estate plan?
19 views
Hannah Boundy, CFA®, CFP®
- Apr 17
- 3 min
A Feel-Good Article About Generosity
The sustaining impact of generosity and how doing good is good for us.Â
34 views
Hannah Boundy, CFA®, CFP®
- Jun 6, 2022
- 1 min
2022 Family Wealth and Values Conference Recap
A recap of our 2022 Family Wealth and Values Conference.
21 views
Michael Davis, CPA
- Dec 20, 2021
- 4 min
Tax Efficient Gifting - How to Give More and Pay Less
When planning your legacy, you have three buckets in which your wealth can end up: taxes, family, and charity. Here’s how to minimize taxes.
57 views
Hannah Boundy, CFA®, CFP®
- Sep 14, 2021
- 3 min
Giving Your Grandchildren the Gift of Education
Here are five points to consider when you want to help your grandchildren afford the rising costs of higher education.
63 views
Matthew Davis, CFP®
- Sep 7, 2021
- 3 min
Should you give your kids an early inheritance?
Giving an early inheritance to your children and grandchildren allows you to watch your heirs enjoy your gift while you are alive.
101 views
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