Giving Tuesday: Moving Your Philanthropy From Transactional to Transformational
November 27, 2024
Deb Dubin – Chief Philanthropy Officer #GivingTuesday draws our attention to the power and promis...
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Legacy Letters: Insights into Client Intentions
October 4, 2024
For many clients, drafting a Legacy Letter in their own words is a highly meaningful exercise that all...
American Generosity
September 19, 2024
While some may think of Washington, D.C. as a divisive place, there is plenty there that unites us as ...
Giving It Time: Volunteering
August 5, 2024
Philanthropy includes contributions of all different kinds of offerings, including our treasure, time,...
Disaster Philanthropy: Taking a Long-Haul Approach
July 10, 2024
By Deb Dubin, Chief Philanthropy Officer We often share information with clients who are looking to re...
Evaluating Nonprofits
June 11, 2024
By Deb Dubin, Chief Philanthropy Officer I’m often asked for the best place to look for unbiased, hone...
How Much to Give?
May 15, 2024
Charitably inclined clients often ask their financial advisors: what percentage of my assets should I ...
Giving Circles: Fostering Learning, Increasing Impact
April 24, 2024
For newer philanthropists and seasoned donors seeking to make an impact, Giving Circles can serve as a...