Category: Community Involvement

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    Expand Your Charitable Reach

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    Expand Your Charitable Reach

    As a kid, Zachary Conway’s financial advisor father tried to instill good savings and charitable habits. Conway, founder and CEO of Seeds Investor, recently told the Framework podcast team about how that worked. When he got his monthly allowance, he divided it up among several containers: o …

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    How to Make Charitable Giving Part of Your Financial Plan

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    How to Make Charitable Giving Part of Your Financial Plan

    COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

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    Beware of Social Security Phone Scams

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    Beware of Social Security Phone Scams

    Recently, we received a letter from Vonda Van Til, Public Affairs Specialist with the Social Security Administration regarding the recent increase in phone scams. We’ve received these types of calls here at the office and know of individuals that have been affected by such scams. As the old …

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    How a Donor-Advised Fund Can Help Your Charitable Giving

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    How a Donor-Advised Fund Can Help Your Charitable Giving

    Giving is an important part of our society. It provides us the opportunity to support causes we believe in and make a positive impact. Giving isn’t always about donating money. It can also include volunteering time or donating goods and resources. Here are some examples of the impact:

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    How Can I Donate in the Most Efficient Way Possible?

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    How Can I Donate in the Most Efficient Way Possible?

    There are many ways to give to nonprofit organizations – from dropping off your old couch at Goodwill to volunteering at the local soup kitchen. When it comes to giving money, there are many personal benefits, both emotional and financial.

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