Apr 15, 2025 | blog, grantee spotlights
Danza Azteca Citlaltonac Indigenous Group and Nonprofit Organization is broadening its creative horizons. The Indigenous Coachella ceremonial group has long been a mission to provide safe, sacred, and healing space where participants can freely express themselves...
Apr 15, 2025 | advisor knowledge hub, blog
When you’re working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure. Certainly, you are familiar with both private foundations and donor-advised funds as useful charitable giving...
Apr 15, 2025 | advisor knowledge hub, blog
As attorneys, CPAs, and financial advisors, you know very well that trust is at the foundation of your relationships with clients. Your clients are seeking a similar level of trust with the people and organizations that are helping carry out their philanthropic...
Apr 15, 2025 | blog, donor knowledge hub
At some point during your adult life, you’ve likely realized that it would be wise to put in place a will, trust, and powers of attorney, as well as undertake at least a basic level of financial planning to stay on track with retirement and other wealth-related goals...
