by Laura giammattei | Feb 5, 2024 | Featured Posts, News and Notes
Money, mortality, and family relationships. Each of those topics alone can be tough for anyone to address head-on, and when you combine them, it’s no wonder so many people put off setting up or updating their estate plans. Establishing a will, trust, and beneficiary...
by Laura giammattei | Feb 3, 2024 | Nonprofits
As you review your donor lists and plan 2024 cultivation activities, pay particular attention to donors you know are over the age of 70 ½. That’s because these donors are eligible to make what’s known as a “Qualified Charitable Distribution,” or “QCD,” to your...
by Laura giammattei | Jan 29, 2024 | Fund Highlight, News and Notes, Scholarships
Living with a diabetes diagnosis is a daily challenge, especially when those with the disease are children. Sitting out at recess due to low blood sugar, having to go to the nurse’s office for insulin and finger pokes, or not eating certain foods or special treats...
by Laura giammattei | Jan 25, 2024 | Featured Posts, Fund Highlight, News and Notes
The Bignell family is taking a tragic heartache and turning it into an opportunity to help others. Chris and Sue Bignell lost their teenage son, Bryan, in March 2018, but in the wake of their sadness, the Bignells wanted to make a difference in Bryan’s memory. Bryan...
by Laura giammattei | Jan 24, 2024 | News and Notes
Clean Slate: Tips for Charitable Giving in 2024 A new year is such a great time to plan and reboot. Cliche as it may be to talk about resolutions this time of year, it’s tough to deny that January represents a clean slate for “to-do” lists, goals, and your overall...
