Jun 18, 2025 | blog, scholarship stories
As a community, supporting students is one of the most effective ways we can strengthen the Inland Empire’s future. For over 80 years, scholarships have been at the heart of our work to create more equitable pathways to education. What began with a bold idea and a...
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...
