The Leaflet
Inheritance, financial planning, investing, and philanthropic news
Your Giving, Your Way
Younger donors want to do things differently, but may not know how to get started. Read here for tips on how to start building your unique strategy and mission as a donor.
(4 minute read)
Tax Efficient Charitable Giving
Exploring easy ways to continue or increase your charitable giving while taking advantage of common tax benefits.
(5 minute read)
New Journey, New Mission
Reflections on my own journey to the realization that wealth creates an opportunity and obligation to give back.
(3 minute read)