Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Charitable Giving 9/30/2025
High earners face new limits on charitable deductions under OBBBA starting in 2026, with both a “haircut” and a “shave” on tax benefits. Donor-advi...
READ MOREAbout Us 9/23/2021
This fund provides your philanthropically-minded clients with a single platform to focus their charitable giving.
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