Jul 15, 2025 | blog, grantee spotlights
Justness and community are important to Cynthia H. Breunig, Chief Executive Officer and President of Girl Scouts of San Gorgonio. So much so that she has dedicated a large part of her life to helping fuel one of the nation’s most revered non-profit organizations....
Jul 3, 2025 | blog, donor knowledge hub
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...
Jul 3, 2025 | blog, donor knowledge hub
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....
Jul 3, 2025 | advisor knowledge hub, blog
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...
Jul 3, 2025 | advisor knowledge hub, blog
As an estate planning, tax, or wealth advisor, you play a critical role in helping your clients maximize the impact of charitable giving while also optimizing tax benefits. Unfortunately, a 2023 survey found that only 19.2% of advisors regularly discuss charitable...
