What is a Donor Advised Fund…

... and Should You Have an Account with One?

Last year (2013), Americans were extremely generous and donated approximately $335 billion to a wide variety of charities. This was a 4.4% increase in charitable giving over the previous year. We frequently talk with clients about their philanthropic ambitions and gifting strategies.

Building Financial Literacy in Children

One of the most important life skills parents can teach their children is how to think about and handle money. Schools spend vast amounts of time ensuring that children can read, write, and compute but they unfortunately spend precious little time helping children become financially literate. Thus, it falls to parents to help their children develop sound money management skills.