Donor News

Over the last several years, communities across the country, including our own region, have faced moments of enormous challenge—from natural disasters and economic uncertainty to housing shortages and growing mental health needs. Increasingly, our team is talking with donors and fund holders about how their...

For many couples, charitable giving is deeply personal. Whether supporting a favorite nonprofit, establishing a donor-advised fund, or including charitable gifts in an estate plan, philanthropy often reflects shared values built over many years together. But when a marriage ends, questions can arise about what happens...

The word “philanthropy” comes from Greek roots, meaning, quite simply, a love of humanity. It’s a big word—but at its heart, it reflects something very personal: the desire to help others, strengthen community, and make a difference in ways that matter to you. For some people,...

With tax season now behind us and spring in full swing, this is a natural time to reflect, reset, and look ahead. Many of you have recently revisited your charitable giving as part of conversations with your advisors, and we’re grateful for the opportunity to...

Many people are not fully aware of the extent to which charitable organizations shape everyday life in our communities. From social services to education, healthcare, and the arts, nonprofits touch nearly every aspect of quality of life. Americans give hundreds of billions of dollars to...

If you’re like many donors, the weeks leading up to tax deadlines tend to bring charitable giving into sharper focus. You may have finalized contributions, gathered documentation, or had conversations with your CPA about how your philanthropy fits into your overall financial plan. After the deadline...