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...
Jan 7, 2025 | blog, grantee spotlights
An ambitious, community-focused Palm Springs non-profit organization is ready to move into 2025 with newfound vigor. We Are One United, a nonprofit that promotes equity, well-being, and opportunity, will expand its mission to provide education, positive youth...
