Endowments and Foundations

impact investing

Introduction to Impact Investing: History, Strategies, and Trends

When it comes to modern investing, individuals have a multitude of options to choose from and a myriad of ways ...

planning opportunities

Planning Strategies to Consider in a Volatile Environment

While the Coronavirus pandemic has brought its share of fear and anxiety, it also brings some favorable financial planning opportunities ...

charitable remainder trust

Charitable Remainder Trusts (CRTs)

What is a Charitable Remainder Trust (CRT)? It is a trust where non-charitable beneficiaries (usually the grantor and grantor’s spouse) ...