Donor advised funds depicts man pointing at box on screen that has arrows pointing to other smaller boxes.

January 20, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: Holders of concentrated stock positions have several options for mitigating the risk associated with owning these shares. Those who are charitably inclined may view a donor-advised fund as a Read More...
Charitable gifting image depicts a man and woman holding a present.

December 26, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: For many, the holidays are a time for giving back—whether by donating to a favorite charity or Read More...
Season Giving Strategies Image of Colorful Presents

November 4, 2019

For many people, the holidays are a time for giving back—whether that means donating to a favorite charity or helping out a family member Read More...
Plan your charitable giving image with people putting hands together in the middle of the group.

January 25, 2019

By Kris Maksimovich, AIF®, CRPC®: A new year has begun. It’s time to evaluate what worked well for you financially in 2018 and whether you need Read More...