A January Message from Our CEO: Commitment, Courage, Community

As we start the new year, I’m grateful for the progress we achieved together in 2025, despite the wholesale attacks and policy shifts our nonprofits have experienced from Washington, DC. As we head into 2026, ongoing anti-DEI efforts, new verifications for social...
Case study: A QCD conversion in action

Case study: A QCD conversion in action

If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard time envisioning exactly what to say and do when they come up in a client conversation, you are not alone! Whether you are an attorney, CPA, or financial advisor, at some point you...

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