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Katelyn Norris

Senior Client Service Manager

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

How to Build a Philanthropic Mission Statement That Reflects Your Focus

How to Build a Philanthropic Mission Statement That Reflects Your Focus

July 20, 2026

Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...

Second Quarter Investment Report – 2026

Second Quarter Investment Report – 2026

July 14, 2026

Executive Summary The second quarter of 2026 closed with a very different narrative than the one that ...

Monthly Recap – June 2026

Monthly Recap – June 2026

July 2, 2026

June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more chal...

Raising Charitable Children: Modeling and Mentioning

Raising Charitable Children: Modeling and Mentioning

June 30, 2026

By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...

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