Connecting the Dots Between Givers and Problem-Solvers
If you really knew me, you would know that I … (finish the sentence). This is an icebreaker I saw utilized at a conference recently. Wow. What a way to…
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Generosity as a Differentiator in Advising
“It’s a lot more fun to have clients that are making an impact in their country, in the world, and in their communities. I would encourage all advisors, accountants, and…
Read MoreChoosing Charities: Six Questions Before You Give
As a donor, you want your generosity to have an impact. You may have a special cause that you are passionate about or see a unique need and an opportunity to make a difference in the moment. When it comes to giving your time, talents, or treasures, you want to know you are supporting an organization or movement that is effective, efficient, and eternal-minded. In this article, we will cover some of the technical requirements that donors should consider when choosing a charity, as well as key questions to ask when vetting an organization’s capability to achieve its mission with your support.
Read MoreUse a Donor Advised Fund to Engage Your Family at Year-End
Nearly a third of annual giving occurs in December, with 12% happening in the last three days of the year. While it is important to support charities year-round, chances are…
Read MoreInvesting as a Powerful Force
Guest Contributor Eventide Asset Management, LLC, is a Boston-based investment adviser pursuing “investing that makes the world rejoice®.” Founded in 2008, Eventide’s vision is to serve individuals, financial advisors, and…
Read MoreUnique Generosity Tools for Estate Planning at The Signatry
Donor advised funds are tools not only for today’s generosity but also for a legacy that endures even after your passing. Two common aspects in estate planning are life insurance…
Read MoreInspiring Generosity in Business
Culture Generosity from the Top Down Mariner Wealth Advisors is not your average financial services company. In an industry fixated on the numbers, Mariner Wealth Advisors focuses on impact. Since…
Read MorePreparing Business Sales with Clients
There are many predictions and expectations for 2021 as both people and the economy shake the pandemic. One key change that has accelerated since last year is the number of…
Read MoreDid You Know?: 4 Reasons to Use a Donor Advised Fund
Generosity has been a guiding tradition for generations, and the methods through which people give continue to evolve. From checkbooks to Facebook fundraisers, the ways to give continue to grow.…
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