Reflecting on 2019 Brings Hope to Today

Reflecting on 2019 to Bring Hope to Today Blog Post

It’s an interesting process to reflect on last year amidst this current season of trials. However, it’s true that hard times put the past into perspective. While the coronavirus makes…

Growth and Resilience Project Briefings Page

Thursday, May 28, 2020 On this call, we discussed an expansion of the Growth & Resilience Project as we looked toward litigation efforts. The call explored some of the legal…

Growth and Resilience Project Page

The outbreak of the COVID-19 virus created a health crisis. Federal and state governments’ reactions to this challenge, however, precipitated an economic crisis that will linger past any recovery from…

Giving Through Crisis: What Donors Think Now

Giving Through Crisis: What Donors Think Now Blog Post

I’ve corresponded with many of our donor-advised fund clients over the past few days. Like me and perhaps like you, they are often sequestered in their homes. Some are older…

Strategic Venture Funds: A Lever for Action

Strategic Venture Funds: A Lever for Action Blog Post

In early 2009, the health care issue became a major priority for the new administration. The reforms suggested by both the White House and Congress clearly were not grounded in…

The SECURE Act

The SECURE Act’s Impact on Inheritors Blog Post

At the end of 2019, President Trump signed the SECURE Act. The SECURE Act changed rules governing inherited Individual Retirement Accounts (IRAs) and other qualified plan distributions. The legislation marks…