Successor advisors are important in continuing your charitable legacy beyond your lifetime. Whitney Hosty, Senior Philanthropic Advisor, answers your questions about the role of successor advisors. Q: What is a successor advisor? A: Successor advisors are the individuals from whom our staff will take direction about your charitable fund when you are no longer able to do so, particularly regarding …

A new year offers a moment to consider the past and dream of the future. What are you dreaming about and how might your philanthropy change in 2022? You might consider the following questions when setting your philanthropic intentions for 2022: What excites and inspires you? What are the missions and organizations that align most closely with the values most …