Singing the Praises of The Mr. Holland’s Opus Foundation

Singing the Praises of The Mr. Holland’s Opus Foundation

Music, in all its glorious forms and fashions, is the best, most universal language we know for spreading joy across the generations. That’s why we were pleased to celebrate this year’s holiday season with cards to our clients, friends and family, announcing our contribution in their
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The Heart of Giving Part II: Effective and Efficient Giving

The Heart of Giving Part II: Effective and Efficient Giving

In our last post, we covered an important part of philanthropy: ensuring that your gifts bring joy to you and your intended recipients in equal measure. Meaningful giving is an admittedly qualitative, “Venus” measure of success. Today, we’ll visit “Mars,” where we explore some of the
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The Heart of Giving Part I: Meaningful Giving

The Heart of Giving Part I: Meaningful Giving

Earlier this year, we covered how charitable giving can be a win-win activity, bringing as much happiness to the donor as to the recipient. We believe this is true whether you’re giving gifts to loved ones or fulfilling philanthropic goals. But especially for the latter, the giving is
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Feel-Good Holiday Gift-Giving (Hint: It’s Not About the Stuff)

Feel-Good Holiday Gift-Giving (Hint: It’s Not About the Stuff)

What are your Thanksgiving Day plans? Do they include herding up outside of the nearest Kmart at 6 a.m. to shop ’til you drop? Good golly, we hope not! If so, please call us promptly, so we can talk you down off the ledge. That said, heartfelt giving has countless benefits for “angel”
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Financial LIFE Planning: Giving

Financial LIFE Planning: Giving

In the past few weeks, I’ve dedicated our SAGE blog to four streams of consciousness that combine to serve as the undercurrent, or the “life” portion, of financial LIFE planning: Gratitude Meditation Spending time with your tribe Giving I’ve intentionally saved Giving as the best for
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