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August 13, 2021 | Non-Profits
Investing with a mind’s eye toward Environmental, Social, & Governance (ESG) considerations is in many ways, more important now than ever for many non-profit organizations. In this webinar, we explore how non-profits can navigate the nuanced ESG landscape and implement an ESG …
July 29, 2021 | Non-Profits
Investors striving to achieve not only a financial return, but a social benefit as well, often turn to socially responsible investing (or SRI). SRI is especially applicable for non-profits that are seeking to ensure that their organization’s investments are fully supporting and are aligned with …
April 29, 2021 | Financial Planning
Making an impact is different for everyone. Watch our panel discussion on how the need for green space preservation can closely align with the growing trend of socially responsible investing.
April 05, 2021 | Estate Planning
When it’s done right, financial planning should be about more than just getting to and living well in retirement. For most people, leaving a legacy gift is a worthwhile and very realistic goal. The future is unknowable, and the first priority for both us and our clients is well-being in good …
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