Stories

Estate Planning Attorney Nic Sasso, of Porter Wright Morris & Arthur LLP, shares his insight regarding planned-giving strategies.

Proper preparation can make succession planning simple.

Simple strategies to give charitably in volatile times.

Board member Lee Foster’s guidance generates marked growth.

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.

Foundation’s head of investments reflects on 2021 performance and what 2022 may bring.

Strategy protects assets for grantmaking

Pandemic pushes many to estate planning.