Aug 8, 2025
Long-Term Strategies Smart personal planning means understanding how to achieve fi nancial, personal, and philanthropic goals. It means thinking about how to maintain a current lifestyle, keep up with investments, and take advantage of sound tax planning. It also...
Jul 25, 2025
Strategies for Giving and Saving Taxes Year-end planning is a ritual for people who coordinate their tax planning with their charitable giving. Anticipating the end of the year takes on additional significance as we adjust to ever-changing tax laws and shifting...
Jul 11, 2025
Incorporating Philanthropy into Retirement Planning In many ways, retirement planning is a science. Individuals tend toward similar goals—comfort, security, support for loved ones. It’s possible to apply tried-and-true principles on the path to attaining these goals,...
Jun 27, 2025
Simple Can Be Strategic: What Is Good for You? Often, the word strategic conjures up notions of complexity, sustained eff ort, and potential resistance. From a proposal addressing climate change to the Xs and Os that diagram a football play, strategic planning can...
Feb 5, 2025
Twenty-one nonprofit professionals have been selected as 2025 Capacity Building grants recipients. These individuals, representing 15 nonprofit organizations, will elevate their fundraising expertise by participating in the Certificate of Fund Raising Management...
Feb 27, 2024
Leaving a lasting impact on Boone County through planned giving opens a world of possibilities. By carefully preparing and considering your options, you can create a legacy that transcends generations. Planned giving presents a unique opportunity to make a difference...
