Monthly Archives: January 2018


Meaningful Philanthropy for Millennials

If your parents or grandparents have been involved in philanthropic giving for many years, they probably hope you and any siblings will continue to honor this family legacy once they’re gone. How will you do that while also adding your own new story to the legacy of the past? Start by answering why they began giving [...]

Meaningful Philanthropy for Millennials2019-03-15T13:44:29+00:00

Volunteering (giving time and talent) is a transformational experience

Americans are known around the world for their generosity.  Giving is part of our very nature.  Unique among nations, this reputation for caring predates the Declaration of Independence. Americans give generously of their treasure.  In 2016, Americans gave nearly $400 billion to charity.  In perspective, that is $100 billion more than Americans spent on prescription drugs [...]

Volunteering (giving time and talent) is a transformational experience2019-03-15T13:44:57+00:00

The New Authors of Philanthropic Legacy: Women

Back in the 1960s and 1970s, as women began to venture into the workforce and become more independent, TV became rife with commercials themed around this newly empowered female persona. It didn't matter what the commercials were selling, the message was clear: women can make a difference in their lives and the lives of others. For [...]

The New Authors of Philanthropic Legacy: Women2019-03-15T13:45:12+00:00

What Makes Us Independent and Why It Matters

When we read about independence, we associate it with qualities like “free from the influence, guidance, or control of another or others; self reliant”. True independence was woven into our fabric when we first became involved with donor advised funds over 30 years ago. It’s one of our top priorities. Independence Means Freedom from Outside Influences [...]

What Makes Us Independent and Why It Matters2019-03-15T13:45:39+00:00