Month: June 2021

Charitable foundations are structures for long term, flexible and customized philanthropy. Both private and public foundations enable donors to make long term gifts and have various benefits, including, creating a lasting legacy, involving family members in the giving process, and charitable tax credits. These structures may be attractive for donors

For more than a year now, our client meetings have not been in-person, but instead virtual through video conferences. At first, we were enamoured at the novelty of this new way of interfacing with our clients. As time has marched on, we have gained new perspectives on some of the