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- In our blog and other content we often make mention of specific investments such as mutual funds, ETF’s and/or indexes which represent certain asset classes or sectors of the market. These references are neither to recommend nor criticize them, but as examples for the purpose of discussion. All investments carry certain risks.
Tag Archives: foundations
Putting the Community in Community Foundation
Occasionally I write articles for The Summit Foundation newsletter. This piece explores the genesis of the community foundation model and how The Summit Foundation exemplifies it in many respects. Read more…
Summit Foundation Educational Workshop: “Saving the Family Cottage”
The Summit Foundation’s fourth annual educational workshop will be held Friday, July 13th at Beaver Run Resort & Conference Center, 9:00–11:00 am. This year, we have the honor of hosting Cottage Law attorney and author David Fry, Esq., who will present “Saving the Family Cottage.” Join us for an information-packed session where you will learn ways to preserve the family vacation home for future generations and minimize the expense and agony along the way. Read more…
Giving Back: Consider Real Estate for Charitable Giving
Occasionally, thinking outside the box is the best course in developing a charitable giving plan. Donors can use almost any kind of property to fund a charitable gift. It pays to conduct a thorough analysis of the various possibilities from tax, financial and legacy perspectives. Read more…
Charity Begins at Home, But Where Does it Go From There?
Are you or your clients struggling with a way to make philanthropy a more meaningful part of your wealth management? Hear from professional advisors on practical steps you can take to integrate giving into your financial lifestyle and family financial plans. Read more…
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Welcome to Mountain Money Blog
Money in the mountains—it’s a beautiful thing and it’s on my mind, especially when it’s managed well. Introducing my new blog, where you’ll find thoughts and tips on everything that impacts your financial lifestyle, business, or non-profit. Read more…