Start with numbers: A case study for charitable clients
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...
2025 CIELO Fund Brunch & Celebration
Join us on October 4th for the annual celebration of CIELO Fund grantees and scholarship recipients! RESERVE YOUR SEAT BECOME A...
Grantee Spotlight: Codex Creation Committee’s key initiative is empowered by CIELO Fund grant
The CIELO Fund For Latino Empowerment was integral with a valiant initiative from The Codex Creation Committee. The recent grant helped the nonprofit with the 2025 Mobius Conference, an annual event held in April, which unites intrepid thought leaders, performers,...
