donor advised fund

Creating a Legacy Centered Around Life

“Choose well. Your choice is brief, and yet endless.” ~Goethe What does the word “legacy” mean to you? Most people, when asked this question might say that legacy refers to what a person leaves [...]

By |2025-05-20T14:54:48-04:00April 9th, 2020|

Charitable Giving – Looking Beyond Cash

Americans have a deep desire to become involved with and have an impact on various societal issues and alleviate suffering where there’s great need.  If you’re involved in regular charitable giving, you know how [...]

By |2025-05-20T14:54:48-04:00April 9th, 2020|

My Mother’s Legacy

Hazel Van Dyke Patterson One October day 34 years ago my mother was a vibrant 71-year-old who loved to bowl and visit friends. The next she was gone. Only it didn’t seem [...]

By |2025-05-20T14:54:50-04:00April 9th, 2020|

Creating a Legacy within a Legacy

We’ve all heard the expression Shirtsleeves to shirtsleeves in three generations—one generation accumulates the money and the next two spend it down to zero or thereabouts. Shirtsleeves-to-shirtsleeves seems to put the blame for dissipating [...]

By |2025-10-15T20:01:42-04:00April 8th, 2020|
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