Jun 30, 2025 | blog, grantee spotlights
When Kristi Perez discusses the journey of former foster youth transitioning out of Childcare Welfare Services, her unwavering determination shines through. The founder and executive director of Inspire Life Skills Training, a nonprofit organization that strives to...
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...
Jun 3, 2025 | advisor knowledge hub, blog
There’s little doubt that you’ve seen extensive news coverage of the so-called “Big Beautiful Bill” (H.R. 1) that passed the House of Representatives by a 215-214 vote on May 22, 2025, and now moves to the Senate, where significant changes are expected...
