Latest Articles

Estate planning: a family affair

Kimberly Lankford •
Kiplinger
Senior man and happy child running outdoors

If estate planning were just cold, hard numbers, it wouldn’t be one of the financial tasks that people avoid the most. Not only does creating an estate plan force you to confront your own mortality, but it also forces you to decide who gets your assets, whether all heirs should be treated equally and who

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4 ways small businesses can take advantage of the sharing economy

Christy Bieber •
The Motley Fool
Businesspeople in the office at night working late.

The sharing economy allows for underutilized resources to turn into assets because communities of people connect to pool what they have to offer. Often focused around centralized apps connecting consumers with individuals offering goods or services, the sharing economy has revolutionized more industries than you can count.  If your small business isn’t taking advantage of

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Six questions a foundation board should ask its CEO

Kris Putnam-Walkerly •
Forbes
CEO Board of Directors in Meeting

A board member’s job includes digging into strategy and process. Serving on a board isn’t just about approving grants. It’s about being a good steward of resources and sharing responsibility for shaping impact. Too often the focus tends to be on board meeting preparation and the efficiency of these meetings. Take a moment to break

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