
May 2, 2022
Presented by Kris Maksimovich, AIF®, CRPC®, CRC®: A private foundation is a tax-exempt entity established by an individual, family, or corporation for charitable purposes. Private foundations are overseen by a board of directors or
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December 30, 2020
Presented by Michael G. Wendlandt: With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, charitable
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December 21, 2020
Presented by Kris Maksimovich, AIF®, CRPC®: December is the year-end “giving season,” when many people consider using their wealth to help
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December 1, 2020
Global Wealth Advisors Partners for Toy Drive with U.S. Marine Corps Reserve Toys for Tots Program LEWISVILLE, TEXAS (December 1, 2020)—Global
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November 13, 2020
By Kris Maksimovich, AIF®, CRPC®: One of the first things people think when they hear a charity’s call to action is, “How can I help?” The
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August 17, 2020
Presented By Tom Kennedy, CFP®: A charitable bequest is a beneficiary designation or a provision in a will or trust that allows estate assets to
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