News + Announcements

CSR – It’s Good for Business

Corporate Social Responsibility (CSR) is a topic of conversation that began in the 1950’s and has gathered increasing attention in recent years. Apple is investing $100 million in its Racial Equity and Justice Initiative, Schwab … Read more

Building Capacity is an Achievable Goal 

Capacity is a word that can make you scratch your head because it often means something different to different people and organizations. For us, capacity is all about an organization’s ability to effectively delivery on … Read more

Include Charitable Giving in your 2023 Agenda

Charitable giving has always been an important subject of client discussions for attorneys, accountants, and financial advisors. What’s changing now and why are clients suddenly paying more attention to philanthropy?  What’s changed is that widespread … Read more