View stories from and about the community we serve. Read recent news, stories, tips and advice for donors, professional advisors and nonprofits.
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Published 8/10/2020
How Caroline and Aurea Learn From Each Other
A beautiful relationship between a donor advised fundholder and her advisor is the gift that keeps on giving.
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Published 7/15/2020
Donor Q&A: Jim Hansen
This local business leader lives out lessons of hard work, generosity and volunteerism.
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Published 5/22/2020
Golden Contributions
Donors David and Janet support essential community needs in response to COVID-19.
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Published 4/28/2020
The CARES Act and Charitable Giving
The CARES Act includes three specific provisions that relate to charitable giving and offer nonprofits unique fundraising opportunities.
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Published 4/21/2020
Investment Update
We tapped Alex Rotenberger, Investment Analyst, to answer your questions about our current strategies for managing our investment portfolio.
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Published 2/01/2020
A Fund for Puerto Rico
The donor advised fund El Fondo Boricua brings people together to support Puerto Rican communities.
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Published 1/03/2020
A Sister's Love
Linda Turk’s love for her younger sister sparked her to establish a donor advised fund focused on mental health organizations.
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Published 12/13/2019
Amplify Your Charitable Giving
Enhance your charitable giving impact with these questions to guide your year-end giving.
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Published 12/13/2019
Exploring Pathways to Mental Health
Donors joined the conversation about mental health at the October 2019 Giving+Together event.
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Published 10/09/2019
Giving+Together - Arts
Donors gathered for the latest Giving+Together event to hear from representatives from the Arts Partnership.
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Published 9/29/2019
Save Money With Lower Portfolio Fees
A new team means a more streamlined approach to your diversified portfolio.
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Published 6/14/2019
Let’s Donate It All
Artist Louise Harris is all in when it comes to giving, with a legacy donor advised fund in her estate plan.
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