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B R I D G I N G  T H E  G A P

Between industry news and personal experience

Embracing the Spirit of Giving Tuesday Thumbnail

Embracing the Spirit of Giving Tuesday

Discover five meaningful ways to participate in Giving Tuesday and make a positive impact on your community and beyond, from donating to volunteering, supporting local businesses, hosting fundraising events, and spreading the spirit of generosity.

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Understanding Reinvestment Risk Thumbnail

Understanding Reinvestment Risk

Lately, one common question we receive from clients is, "Why not simply allocate all my funds to CDs?" We appreciate the allure of the current high-interest rates, but it's essential to recognize that reinvestment risk often remains an underappreciated investment hazard. Dive deeper into this to grasp how reinvestment risk could impact your long-term objectives.

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Donor Advised Funds: A Simple Guide to Philanthropic Giving Thumbnail

Donor Advised Funds: A Simple Guide to Philanthropic Giving

Donor Advised Funds (DAFs) have emerged as a versatile and tax-efficient method for philanthropy in today's charitable landscape, allowing donors to contribute assets and receive immediate tax deductions. These funds grant donors flexibility, privacy, and the potential for investment growth while facilitating strategic and multi-generational giving, making them a valuable tool for individuals and organizations seeking to create a lasting impact on their chosen causes.

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