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Estate planning: Your kids … and your communityApril 12, 2024 - 10:00 amEstate planning: Your kids … and your community As you contemplate your legacy and adjust your estate plan over the years, it’s natural to focus on your children and family as the primary beneficiaries in your will and trust. If you’re like an increasing number of charitably-minded individuals, though, you might find that your perspectives […]
- Four FAQs to help you establish an endowmentApril 10, 2024 - 10:00 am
Four FAQs to help you establish an endowment or Forever Fund Many community-minded individuals have served on the boards of directors of charitable organizations in our region. If you’ve served on a charity’s board (or several!), you are no doubt familiar with the concept of an endowment. Many charities establish endowment funds and reserve funds […]
