Apr 22, 2026 | blog, scholarship stories
Charles “Chuck” Brinker spent more than two decades teaching mathematics at Ramona High School in Riverside. He stayed late to tutor students who needed extra help and had high expectations and held his students to them. Long after his retirement, his...
Apr 3, 2026 | advisor knowledge hub, blog
As you work with clients who have established a private foundation, it is not uncommon for the conversation to eventually turn to whether this structure still makes sense. What began as a seemingly logical vehicle for organizing a family’s philanthropy can, over time,...
Apr 3, 2026 | advisor knowledge hub, blog
As you guide clients through ongoing market uncertainty, you may be noticing that conversations are becoming as much about perspective as performance metrics. While headlines may or may not ultimately signal a prolonged downturn, the mere possibility of a bear market...
Apr 3, 2026 | advisor knowledge hub, blog
As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly distinct groups of donors. On one hand, the high federal estate tax exemption and new restrictions on itemizing charitable...
Mar 6, 2026 | advisor knowledge hub, blog
As an attorney, CPA, or financial advisor, you probably work with several clients who own a family business. You’ve likely also considered that there may be a role for strategic philanthropy in family business succession planning to help clients get ready for an...
