You’ve heard us say “thank you” for your help with this year’s Adopt-a-Senior Christmas program – now hear it from some of our seniors! This one came electronically: “We received Christmas gifts from a secrets Santa this week. What a surprise. With all the bad news we see on TV and read in the paper […]
“Thank you” from our Seniors! Read More »
Please click here to read the story and see the photos
2023 Essay Winners Announced Read More »
Clients want to know: What’s deductible and what’s not? Click here to read
Professional advisor newsletter – October 2 of 3 Read More »
“Clients want to know: What’s deductible and what’s not?” Click here to read full article
Professional advisor newsletter – October 1 of 3 Read More »
a. August is “National Make-a-Will Month” b. August 26 workshop for Back-to-School Stress & Anxiety c. NEW VolunteerGrundy.com volunteer portal Click here to read the newsletter!
Are you over the age of 55, want income that you can’t outlive, and want to also be charitable? A Charitable Gift Annuity might be right for you – and we now offer them via a partnership with the National Gift Annuity Foundation! Please click here to read more. You can also complete a form
NEW: Charitable Gift Annuities Read More »
July 1, 2023 Happy July! We’re now half-way through the year and we hope you will use these lazy days of summer to think through your charitable giving. As we continue to hang out with fellow nonprofits via GiveGrundy, the Grundy County Interagency Council, and other stakeholder networks, we continue to hear our local social
Summer is a great time for year-end charitable planning Read More »
Professional advisors from the region are invited to attend this all-day training on Wednesday, September 27th, that includes CEUs. Please RSVP to [email protected] and stay tuned for details!
Save the date: – Annual Estate & Charitable Planning Institute Read More »