Advancing your purpose: Considerations for a philanthropic retirement
If you’ve recently retired, you may still be figuring out the ideal balance of activities. If you’ve been retired for several years, you might still be trying to figure it out! Time and again, research shows us that finding purpose is an essential component of a happy...
More than meetings: Considerations for joining a board
If you’ve served on a charity’s board of directors, you know that the role demands much more than simply showing up for meetings. Charities benefit from board members’ active engagement, strategic oversight, and a deep commitment to the organization’s mission....
Charitable mindset: What are clients thinking?
Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. When it comes to charitable giving, you can be a step ahead. Plenty of research offers clues about what matters...
