Advisor News
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Moving from a private foundation to a donor-advised fund
Jun 26, 2025
The number of private foundations in the United States is nearing 150,000 with combined assets topping $1 trillion, so it’s no wonder that a lot of people immediately think about…
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Professional Advisor Spotlight: Bob Ingrasci
Jun 20, 2025
“I take great pleasure in working with families that span multiple generations and serving as their trusted advisor,” said Bob Ingrasci. “I take pride in aiding them in preserving their legacies…
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Professional Advisor Spotlight: Nickole Garrison
Jun 4, 2025
“It’s so rewarding to work with multi-generational families who are engaging in philanthropy together,” said Nickole Garrison, CPA, CFP. Nickole spent many years in auditing and consulting roles at large…
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Weighing the options: Private foundation or donor-advised fund?
May 1, 2025
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…
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Trust matters: Your clients’ go-to resource for community impact
Apr 24, 2025
As attorneys, CPAs, and financial advisors, you know that trust is at the heart of your relationships with clients. Your clients are seeking a similar level of trust with the…
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