Meet With Your Philanthropic Advisor Before the Start of a New Year

Meet With Your Philanthropic Advisor Before the Start of a New Year

As 2022 comes to a close, it’s important to examine your philanthropic intentions to ensure that your giving plan still matches your priorities. If not, it’s a good time to sit down with your philanthropic advisor to discuss making adjustments. According to Blackbaud’s Charitable Giving Report, 20% of charitable contributions are made in December. You might consider the following questions …

Tell Family Stories This Holiday Season

The act of storytelling and story keeping is an important piece of understanding and knowing ourselves and others around us. The stories we tell and the stories we hear transcend generations and shape who we are today. Many of our formative memories often involve the holiday season. Why? Families are often focused on creating special memories and traditions, and for …

Involving the Next Generation in Your Philanthropic Efforts: Passing Along Charitable Values for Generations to Come

Passing along charitable values can seem like a daunting task while balancing everything else. Senior Philanthropic Advisors Gwen Wurst and Whitney Hosty share ways you can involve others in your philanthropic journey. As parents, sisters and aunts themselves, they know first-hand easy ways to get started. Gwen and Whitney chat through: Small everyday acts that spread generosity Easy ways to …

Granting Beyond Your Lifetime: How Successor Advisors Support Your Philanthropic Legacy

Creating a charitable legacy is essential for philanthropists. How do you ensure your charitable intent is passed along beyond your lifetime? When using a donor-advised fund, one way to pass along your charitable intent is to name successor advisors to advise your fund when you are no longer able to do so. In this clip, Senior Philanthropic Advisors Whitney Hosty …