Give and Take

Leaving Your 401(k) to Charity
For Donors
Staff Member

Leaving Your 401(k) to Charity

One of the most important parts of setting up your 401(k) is naming a beneficiary. This ensures that your 401(k) can pass to someone without going through probate. However, the beneficiary will have to pay income tax on the 401(k) balance. The tax rate in this circumstance can be very steep, depending on circumstances.

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Roll Out the Red Carpet for Office Visitors
Job Promotion
Megan Clemens

Roll Out the Red Carpet for Donors Who Visit

Making a good impression on clients and potential clients is critical to your business success. Engage all your employees in ensuring that any visitor to your office feels welcome and confident in doing business with you.

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Patron of the Arts
For Donors
Staff Member

Top 7 Benefits of Being a Patron of the Arts

The arts seem to be slowing dying off. It used to be far more common for the average person to attend an art gallery, orchestra performance, or the ballet. This is unfortunate, because the arts can add a tremendous amount of enrichment to our lives.

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For Donors
Staff Member

Institutional Investing Explained

The financial markets have complex forces working within them that can affect your investment profits. Institutional investing is one of these forces. Read on to find out how they can affect nearly any investment you may be considering.

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Facilitate Meetings More Productively
Productivity
Staff Member

Facilitate Meetings More Productively

You may get called upon to lead meetings as part of your job or volunteer activities. Make them pleasant and productive by learning how to help people stick to the agenda and feel engaged.

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