Gifts of Publicly Listed Securities: a Flexible and Tax-Effective Option
If you want your generosity to go further, donating publicly listed securities (such as stocks,...
A Little Planning Goes a Long Way
Jack and Linda’s house was quiet now. After more than 25 years of family busyness, all of their children...
The Right Tool for the Job
Fred and Marcie worked hard to balance family, careers, and a variety of commitments in...
From Life Insurance to Philanthropic Legacy
Imagine giving a large gift to charity. Are you picturing a secret, anonymous donation? A...
No Fear – Just Philanthropy
Aliesha* is the sole shareholder of a holding company with an investment portfolio of publicly...
Planning for a Generous New Year
Lee and Ayako* had weathered the recent economic shifts and shutdowns relatively well, but many...
A New Holiday Tradition
Christmas is just around the corner and there are still lots of opportunities to practice...
