Charitable Gift Planning Advice

Couple reviews generosity plan

Generosity in Tax Season? (Part One)

It is once again tax-filing season. Time to check the mail each day for those...
Farm Business

For This Business, Generosity is the Bottom Line

Today’s marketplace may be dominated by large corporations duty-bound to deliver ever-increasing profits, but for...
Extended family

Bridging the Generation Gap with Generosity (Part Three)

Link to Part One and Part Two I have been privileged to work with many...
Father and Son

Bridging the Generation Gap with Generosity (Part Two)

Link to Part One Five Opportunities to Engage the Next Generation in Giving While there’s...
Mom and daughter share music

Bridging the Generation Gap with Generosity (Part One)

Young pop singer Billie Eilish’s reaction to a comedy routine at the 92nd Oscars ceremony...
Franklin Family

Faithful Generosity

Most researchers agree that charitable giving is a learned behaviour, but most people have never...
organize charitable giving

Organize Your Charitable Giving This New Year

Everyone knows the hard part of making New Year’s resolutions is sticking to them. Whether...
difficult conversation

Hard Conversations Are Worth Having

Wise will planning is much more than just dividing assets after you die or thinking...
Upsize your giving

Upsize Your Giving: 5 Ways You Can Make a Bigger Impact

Anna* was ready to downsize a lot of things in her life. At 75 years...