Examining Donor-Advised Funds: Making it Easy to Make A Difference

  Americans donate billions to charity annually. If you give to charity, you need to know about one of the best tools to facilitate generosity: Donor-Advised Funds (DAFs). DAFs date from the 1930s but did not become popular until the 1990s. DAFs act as vehicles for receiving gifts, often of appreciated stock, and then [...]

By |2018-10-15T16:01:13+00:00June 7th, 2017|Resources|0 Comments

Some Easy Tools to Help Prioritize

We often think new year's day is when we should set new goals for ourselves. However, there is no better time than the present to begin something that is important to you.  I have been working hard at making very purposeful decisions for a while now, both personally and professionally. It energizes me to [...]

By |2018-10-15T14:41:32+00:00June 2nd, 2017|Blog, Resources|0 Comments