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Proposed Legislation Could Affect Planned Giving Strategies
Estate Planning Attorney Nic Sasso, of Porter Wright Morris & Arthur LLP, shares his insight regarding planned-giving strategies.
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Meet advisor Katharine Perry, CFP
As a certified financial planner and client advisor at CooksonPeirce, Katharine Perry knows her way around a stock portfolio. She also knows what makes people tick. Her training in psychology and social work gives her insight into the deeply personal ways people approach financial matters and charitable giving. In this Q&A, we learn more about what motivates her as a wealth advisor.
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Investing in the future
Foundation’s head of investments reflects on 2021 performance and what 2022 may bring.