Refresher course: Charitable gift annuities

Refresher course: Charitable gift annuities

Several advisors have shared with us recently that they’re fielding more questions about charitable gift annuities (CGAs). It’s quite possible that CGAs are landing on clients’ radars these days for a couple of reasons:  A $54,000 opportunity  Word is finally getting...
AANHPI FUND LAUNCH IS MAY 18

AANHPI FUND LAUNCH IS MAY 18

The AANHPI Fund will support Asian American, Native Hawaiian and Pacific Islander communities Between 2010 and 2020, while our region grew by 9%, the Asian population increased by 36%. The AANHPI Fund was established to support our growing Asian American, Native...

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