Making Informed Decisions

"For too long, homelessness has been addressed with either a one-size-fits-all solution or, worse, the wrong intervention at the wrong time. How do we change that?"

Donor-advised funds are the fastest-growing philanthropic planning vehicle in today’s wealth management marketplace. Donor-advised funds have risen dramatically in popularity over the last several years. Total assets held in these vehicles grew nearly 12 percent in 2015 to reach $78 billion by the beginning of 2016. 

"Giving back should fit into your life as part of your overall health. That’s how working with and for others becomes something organic, something to do together with your family."
"Entrepreneurs are problem solvers by nature. Whether out of personal experience or through professional passion, they seek to create solutions for themselves and their customers."