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Professional Advisor Newsletter The Power of Appreciated Stock Attorneys, accountants, and financial advisors like you are well aware of the tremendous benefits… September 07, 2023
Professional Advisor Newsletter Smart disaster giving can offer predictability to the unpredictable Charitable giving support is not only needed immediately following a disaster such as a hurricane,… September 06, 2023
Professional Advisor Newsletter How “catch-up” contributions can boost clients’ giving IRAs are a fantastic source of charitable gifts, not only through beneficiary designations, but… August 31, 2023
Professional Advisor Support Legacy Giving: A conversation that’s full of opportunity Professional advisors recommend their clients set up wills, trusts, and other estate planning… August 01, 2023
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517-272-2870

330 Marshall St., Suite 300
Lansing, MI 48912

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