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Society of Financial Services Succession Planning Roundtable


Closely-held businesses, and the owners of these businesses, are among the greatest assets of any community. They also tend to be the most charitable. But they, and their advisors, aren’t always aware of the wealth of philanthropic tools and techniques at their disposal. Join us for a panel discussion on creative (and legal!) ways to […]

BIG Equity Fund Information Session


Our next information session is on Tuesday October 12th at 11 AM-12 PM. We will have Jimmi Williams joining with us to give his donor testimonial about why he is a BIG donor and champion for the “Why I Am BIG” campaign. We would love to have you join us to learn more details about […]