“Forge your own future.” Wise words from a Norfolk school teacher who lived this out by investing in her community, her students, and now in future generations who visit a favorite New England [...]
Here’s an idea for giving your resources for social impact today, and follow it up with a gift to your family. Let me illustrate this strategy by thinking of a plan for client who is interested [...]
Would you like to make a large gift to a cause you believe in but need encouragement to make it happen? You don’t need a motivational pep talk to get you there; you just need the US Tax Code! [...]