Charitable Giving Account

Consider A Charitable Investment Account The Next Time You Rebalance Your Portfolio

Rebalancing your portfolio is a disciplined strategy that consists of selling and reallocating assets. The rebalancing process is an opportune time to keep your favorite nonprofit organizations in mind. Establishing a donor-advised fund, or a charitable investment account, has many benefits: Charitable Investment Accounts Take Complexity Out of Giving If you’re thinking about giving to charitable organizations but want to avoid …

Disaster Response and Relief: A Conversation with Heart to Heart International

In response to the recent catastrophic earthquake in Haiti, Heart to Heart International CEO Kim Carroll and Director of Disaster Response Heather Lee shared how the global humanitarian organization responds to disasters around the world. Philanthropic Advisor Kelli Doyle discusses how philanthropy plays a critical role in disaster relief and response. Listen to the conversation online or wherever you find …