Category Archives: Family Legacy

Are you ready for Giving Tuesday? Kicking Off Year-End Giving

As the leaves finish falling from the trees here in New England, and coffee cups of green, red, and blue appear alongside cranberry sauce and stuffing, we are turning our sights to year-end giving and a recurring theme of gratitude. … Continue reading

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Is this the Year to Create a Donor-Advised Fund?

Donor-Advised Funds are the fastest growing vehicles for charitable giving in the United States, and for good reason. They combine the high tax deductions of gifts to public charities with much of the personal involvement and customization enjoyed by those … Continue reading

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Finding Inspiration in February by Nancy B. Gardiner and Gioia Perugini

Although February is the shortest month, it is mighty. We have Valentine’s Day, a bright red reminder to celebrate those whom we love. President’s Day is not far behind, honoring the legacies of honesty and character exemplified by presidents such … Continue reading

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