Welcome!

Select an option to learn more about how we can help.

Individual

Private Foundation

Wealth Manager

Family

Nonprofit

Attorney

Company

Wednesday July 17, 2019

News for Giving

Check back often for the latest on charitable giving, finance news and helpful tips for your life. Register now to receive these updates via email.
Integrity and Initiative
Personal Planner
Pat and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. Pat: "I've been thinking about our three...
More
Summertime IRS Tax Tips
Washington News
In IR-2019-124, the Service offers helpful tax tips for the summer. During this season, many Americans will get married, buy a home, take a summer job or volunteer and make gifts to a favorite...
More
How to Make the Most of Your Doctor's Visit
Savvy Living
I manage a large health clinic that treats thousands of patients each year. We have found that patients who come in prepared are much more satisfied with the care they receive. Can you write a column...
More
scriptsknown