Our Thought Leadership
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Charitable Accounts: A Guide to Making Effective Charitable Donations
As I mentioned in a previous article, there are many ways you can give to your favorite charitable organizations including your time and talent, but organizations do need money, too.
Giving Time, Talent, and Treasure: A Holistic Approach to Philanthropy
Rachel Wood, Partner and Financial Advisor, emphasizes the importance of a holistic approach to philanthropy.