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Institutions

We understand the practical and political nuances of managing a mission-based organization and can work closely with officers, trustees and board members. As independent investment counselors, we are committed to building a strategy unique to your institution, whether for a foundation, endowment, or planned giving program.

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Manage Wealth

Giving Under the New Tax Law: Tax Cuts and Jobs Act of 2017

Giving Under the New Tax Law: Tax Cuts and Jobs Act of 2017 Kenneth H. Dike
We can only either spend or save the income we receive. And, since you can’t take it with you, income that is initially “saved” must eventually be “sp...
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