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News Archive

When it comes to volunteering, there are all sorts of ways to get going. One area in particular is working with senior citizens. Volunteering with elderly neighbors is an excellent way to get involved. Check out these five benefits of volunteering with senior citizens.

The usual “Thank you,” is a wonderful way to show how much you appreciate others, but sometimes it can be fun to be a little more imaginative. Get some ideas by checking out these creative ways to say thank you.

There are lots of worthy nonprofits out there who need financial support, so how can you pick just one? Today, we're here to help you learn how to choose the right charity for donating.

What does Labor Day mean and how can you use an altruistic lifestyle to get involved? Today, let's talk about the history of Labor Day and some ideas for you to join in.

Tech millionaires, donor-advised funds, billionaires, business exits, complex assets, QCDs—and even chickens and pigs! We’ve rounded up nine recent articles that caught our attention and offer useful insights into where charitable planning is showing up in the financial and estate planning conversations happening right now.

Not all government securities are created equal when it comes to charitable giving. Learn why marketable Treasury securities and savings bonds can present very different charitable and tax planning considerations—and why identifying exactly what your client owns is an important first step before taking action.

National Estate Planning Awareness Week is coming up in October, and charitable giving has been part of its focus from the very beginning. We’re highlighting thirteen simple words that can open an important conversation with your clients—and looking at why recent research suggests advisors should not stop with the first question.

We’ve all heard the saying “Music is good for the soul.” But just how good for your soul is it? Turns out, there’s actually a lot of truth to the statement. Check out these ways music can improve your life, and see everything a tune has in store for you.

Six area organizations and communities received third-quarter grants supporting families, children, transportation, workforce development, public safety, and recreation.