There’s a lot to consider when making charitable donations. Of course, you want to maximize the positive impact to the charity, however, it’s also important to make sure you’re proceeding in a way that makes the most sense for you, your family, and your situation. You may want a vehicle that emphasizes immediate donor tax […]
For many investors, legacy preservation, wealth transfer and philanthropic giving are among the key objectives of their long-term financial plans. If an investor is seeking to provide a consistent annual donation to a specific charitable organization for a period of time and help minimize estate taxes for their heirs; a Charitable Lead Trust (CLT) can […]
We are firm believers in giving back to the community and actively encourage our associates to share their time, talent and treasures with local charities. As such, we are proud to share the recent announcement by Fathers’ Support Center (FSC) Jennifer Belmont Jennings will be serving on their Board of Directors. “I am truly honored […]
Madam C.J. Walker Many words can be used to describe Madam C.J. Walker: entrepreneur, philanthropist, political and social activist, self-made, millionaire, African-American. Sarah Breedlove Walker (December 23, 1867-May 25, 1919), known as Madam C.J. Walker, built a cosmetic empire in the early 1900s becoming one of the first female millionaires in the country and is […]
You know we love to celebrate FEARLESS WOMEN and Theresa certainly falls in that category. To learn more about how an ordinary woman found her purpose check these out: ten by three founding story Theresa’s Ted Talk United Nations Intercultural Innovation Award ten by three Inventory Blowout Sale 2018
You know we love Shakespeare Festival St. Louis and enjoy getting over to Shakespeare Glen in Forest Park every summer to see to the new production. Did you know that Shakespeare Festival St. Louis is growing?!? Building on the beloved summer productions, SFSL is launching a new series called In the Works with contemporary American […]
One of our friends Mark O’Donnell (rider 77993) participated in Pedal the Cause on September 30, 2018. “I am proud to join Pedal the Cause™ in the fight against cancer. Cancer has taken some friends and relatives, all too soon in life. Friends, relatives, clients and associates have been personally impacted by this disease […]
Philanthropy is a passion for many families. We spend a great deal of time planning on behalf of our clients to make sure their giving objectives are met in the most impactful ways. When our clients’ passion for giving is matched with our passion for our clients and the community, it’s a win-win. We […]
Our very own Barbara Archer recently got to meet Leigh Anne Tuohy of THE BLIND SIDE fame at the Mercy Women With A Mission celebration. What an uplifting experience to hear this thought leader share her experience and lessons learned from being compassionate and giving back to your community. Learn more about Leigh Anne […]
Not KFC. Not QFC. A QCD, also known as a Qualified Charitable Distribution. With the changes to the tax code for 2018, it’s possible that your charitable contributions will no longer result in a reduction of your tax liability. The Joint Committee on Taxation estimates that 94% of households will claim the standard deduction in […]
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