Jun 20, 2025 | blog, grantee spotlights
A nonprofit organization dedicated to recognizing and rewarding school-age youths for positive accomplishments, behavior, and good deeds is in the spotlight for celebrating great work. And for doing their own great work. Recently, Do The Right Thing —Greater Palm...
Jun 16, 2025 | blog, grantee spotlights
Few organizations were immune to the effects of the global pandemic several years ago. Jewish Family Service of the Desert in Palm Desert was also hit hard, as all of its in-person counseling services vanished. “We had to figure out how to provide telecare services,”...
Jun 3, 2025 | advisor knowledge hub, blog
As you advise clients on charitable giving, you’re likely aware of the growing popularity of the donor-advised fund as a flexible, tax-efficient tool for philanthropy. Many families appreciate how donor-advised funds can streamline giving, foster family engagement,...
Jun 3, 2025 | advisor knowledge hub, blog
If your client base includes business owners, you probably weren’t surprised by this observation in a recent Wall Street Journal article about the “stealthy wealthy”: “Behind a paycheck, the largest source of income for the 1% highest earners in the U.S. isn’t being a...
Jun 3, 2025 | advisor knowledge hub, blog
There’s little doubt that you’ve seen extensive news coverage of the so-called “Big Beautiful Bill” (H.R. 1) that passed the House of Representatives by a 215-214 vote on May 22, 2025, and now moves to the Senate, where significant changes are expected...
