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Why Savers Struggle to Spend (And What to Do About It)

Why Savers Struggle to Spend (And What to Do About It)

Wealth without the confidence to enjoy it is just a number. We explore the tension many savers carry and share the question that can help resolve it.
Our June Perspective

Our June Perspective

The AI boom and the market's reaction have sentiment running high, even as inflation refuses to cooperate. We share our thoughts on the month behind us, and what matters going forward.
5 Trends Influencing Legacy Giving

5 Trends Influencing Legacy Giving

Legacy gifts are one of the most powerful funding sources available to non-profits today. Unlike annual donations or grants, a single bequest can represent years' worth of operating support, transforming what your organization is able to accomplish. And securing these donations may be far more attainable than you'd expect. Here are 5 stats that reveal the incredible opportunity waiting to be tapped.
Growing Your Endowment Toolkit

Growing Your Endowment Toolkit

Building a stronger endowment starts with the right resources. This toolkit is packed with actionable tips and tools designed to take your fundraising to the next level.
Retiring Soon? What the Numbers Won’t Tell You

Retiring Soon? What the Numbers Won’t Tell You

You've saved. You've planned. By most measures, you're ready. And yet, as retirement gets closer, another question tends to surface: what will your days actually look like? We've seen many clients navigate this transition, and we're sharing how to get there feeling ready.
3 Costly Estate Planning Mistakes You Want to Avoid

3 Costly Estate Planning Mistakes You Want to Avoid

An estate plan is non-negotiable. It protects your legacy and fulfills your wishes. Yet, common pitfalls can have huge implications – is your plan making these mistakes?