Category Archives: Family Wealth

Philanthropy After the Pandemic

Two weeks. When we started lockdown in Boston a year ago this month, schools and offices were closed for two weeks. At the time, we couldn’t wrap our heads around what that meant or how we would operate during the … Continue reading

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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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