Giving Tips
5 March 2024
Understanding Legacy Giving in 2024: Planned Giving Basics, Gift Types, Benefits and More
Planned Giving
CEO Updates
2 November 2023
On Día de Muertos, Local Philanthropist Jay Kahn is Honored by the Foundation He Endowed
Professional Advisor Insights
12 October 2023
What’s Deductible, Donor-Advised Fund Options & Serving Female Clients
Professional Advisor Insights
9 August 2023
Multi-Generational Philanthropy, Motivating Clients through Philanthropy & DAFs
Professional Advisor Insights
3 May 2023
Retirement Plan “Trifecta”, IRS’ Bigger Budget & Client Philanthropy
Giving Tips
21 February 2020
Four Basic Steps to Start Building Your Estate Plan
Legacy Giving
29 August 2019
Raymond Chavez & Rupert Keesler: A Legacy of Love & Humility
Giving Tips
5 July 2019
What You Should Know About Discretionary Planned Giving
Professional Advisor Insights
12 March 2019
Exploring Charitable Strategies with San Diego Estate Planners
Giving Tips
23 April 2018
What Type of Planned Gift is Right for You?