Living Life Generously

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Donor Advised Funds: A Powerful Tool for Charitable Giving

Donor Advised Funds (DAFs) have become an increasingly popular way for individuals and families to...
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A gift to charity can save you thousands on capital gains taxes

Do you own shares in a demutualized insurance company? Demutualization is a process by which...
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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...
Don and Renata smile into the camera from their living room.

Generosity Brings Out Our Best

Don and Renata Hamagami are deeply grateful for the life they share. “We like to...
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The Right Tool for the Job

Fred and Marcie worked hard to balance family, careers, and a variety of commitments in...
Senior caucasian couple smile at camera from a home setting.

From Life Insurance to Philanthropic Legacy

Imagine giving a large gift to charity. Are you picturing a secret, anonymous donation? A...