David and Mary Hjorth: Family Donor Advised Funds
Dave and Mary Hjorth have always wanted to leave the world a little better than they found it by helping others. With a passion for supporting youth in their community, the Hjorths began making scholarships available to students at Upland High School in 1999. The...
No children? Three calls-to-action for charitable planning
Many people without children wonder how their legacy will take shape. Rather than focusing on biological heirs, they often find freedom to channel their resources, time, and values toward the broader community. Indeed, Americans over age 50 without children are more...
A key to client retention: Consider charitable planning
Retaining clients is a cornerstone of long-term business success, no matter the profession or industry. As the saying goes, keeping an existing client—and earning additional work from that client—is far easier and more cost-effective than securing a new client. For...
