FOR ADVISORS - By the numbers: What’s around the corner in 2024

As 2023 makes way for 2024, you’re no doubt inundated with information about the various IRS thresholds that are subject to adjustment. But have you thought about how each of these thresholds might be connected with your clients’ charitable giving? Here are a few pointers to keep handy a…

FOR ADVISORS: Philanthropy keeps your clients sticky

Regardless of your business or industry, retaining your clients or customers is a key to success. And as the saying goes, it’s easier and less costly to retain or get more work from a current client than it is to find a new client. 

As an attorney, accountant, or financial advisor who he…

Crisis giving: Avoiding pitfalls

Whether you’re motivated to respond to needs created by a conflict, accident, or natural disaster, it’s human nature to want to help—especially through financial support.

All too often, a tragic event occurs and is quickly publicized through news accounts or social media.   Then, th…

Safeguarding the Future of Our Jewish Community

As we go through our daily commitments, it's sometimes easy to forget that our legacies extend far beyond our lifetimes. As you look towards the future, we gently remind you that now is the time to take a moment to revisit your estate planning documents.

Whether it's your will, trust, or be…

Susan Kurtz Retires After 21 Years of Service to Hillel at Virginia Tech

It's the end of an era at the Hillel at Virginia Tech as Susan "Sue" Kurtz, who has been at the helm for 21 years, recently retired. For over two decades, Sue has passionately led the organization, guiding countless students in their spiritual and personal journeys making an indelible impact…