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While it is a challenge to move donors from a reactive position to an intentional giving mindset, there are proactive steps and a strategy to help achieve that transition and into a sustaining, long-term partnership of giving. In this peer dialogue event, Erinn Andrews, Founder and CEO of GiveTeam, outlines the strategy in three parts: (1) the dono...

This session will help attendees understand how to manage the challenging insurance market including steeply rising insurance P&C premiums and canceled policies. Speakers will discuss how to keep premiums down as much as possible and how to work with brokers to ensure you’re considering the best strategies for dealing with this challenging insu...

Why do you and your family want to give? While it can be difficult to answer, defining and articulating a clear philanthropic purpose should be your north star. Designed to help take stock of your values and understand the passions and experiences that have shaped your family, this primer is the first in a series of seven about the Family Giving Li...

Extreme winter weather is responsible for hundreds of deaths and substantial financial losses in North America each year. By taking proactive measures, you can ensure you’re better equipped to handle the challenges winter storms present. Stay safe and use this checklist as part of your risk management plan to help you prepare, respond, and recover ...

Identity theft occurs when personal information about an individual is stolen and used typically for financial gain. Criminals can obtain personal information electronically through hacking or illegally purchasing information from the Deep Web/Dark Web. They can also obtain information through paper records that are not properly disposed of or secu...

Seeking to preserve your family’s values, support each member’s ability to personally thrive and engage collectively in meaningful ways? Philanthropy can be a great unifier in family wealth. Join your peers for what promises to be an enlightening discussion on family legacy, making an impact and finding the path forward—together. Elizabeth Wong,...

For all the risks that tend to step up as you age, there are also far more opportunities to live life the way you want to, and probably longer and in reasonable health. What will help smooth the transition through the stages of aging will be a proactive approach to managing potential roadblocks on the way. As you begin this journey, the more aware ...

The top-line findings in this Report may sound familiar. Costly cancer claims. Widespread cardiovascular and metabolic health concerns. Unmet mental health and wellness needs and medical trend pushing up costs. But behind these enduring issues, a lot is changing—employers’ and insurers’ responses to these well-acknowledged themes cannot remain stat...

As a young adult moving from college to your first real job and your own apartment, it's time to start adulting and being responsible for your own financial life, insurance coverage, and building your wealth. Here are a few items and easy steps to take that can help make sure you’re ready to succeed in the adult world.