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Planning to Give

August is not a time we typically hear a lot about charitable giving.  Most donations occur at the very beginning or end of the year, which on top of making mid-year cash flow a challenge for nonprofits, also means that their causes are often out of sight and mind. In...

Your Sphere of Care

It’s hard to believe, but Thanksgiving is only a week away and the holiday season will be fast to follow. Before the madness starts, I want to take a moment to discuss charitable giving.  It’s a subject that comes up often with clients, one we’ve...