Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Dunham Donor-Advised Fund 12/10/2024
Discover how your clients could maximize their charitable tax benefits using strategic approaches like donor-advised funds and "bunching" contribut...
READ MOREVideo 11/23/2021
If you have clients who want to become more intentional with their charitable giving, they may be interested in establishing a donor-advised fund.
READ MOREFinancial Advisors 11/11/2021
When the sale of a stock yields substantial gains, it will trigger a tax bill that, at times, can be sizeable. There could be significant tax advan...
READ MOREFinancial Advisors 11/4/2021
When the sale of real estate yields substantial gains, it will trigger a tax bill that, at times, can be substantial. There could be significant ta...
READ MOREFinancial Advisors 10/28/2021
When the sale of a business yields substantial gains, it will trigger a tax bill that, at times, can be substantial.
READ MOREFinancial Advisors 10/21/2021
Reaching philanthropic goals is different for every family and often is combined with specific financial goals they seek to achieve. Some focus on ...
READ MOREFinancial Advisors 10/14/2021
Establishing a multigenerational giving plan effectively passes along shared beliefs and values to your family. This leaves a positive impact for y...
READ MOREFinancial Advisors 10/7/2021
The idea of charitable bunching may allow you to increase your tax savings by contributing multiple years of charitable deduction in one year.
READ MOREAbout Us 9/23/2021
This fund provides your philanthropically-minded clients with a single platform to focus their charitable giving.
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