The Latest News
PGAC Members Tour the New Cristo Rey Orlando High School
In November, our Planned Giving Advisory Council (PGAC) Members gathered at the newly established Cristo Rey High School in Orlando for their 2024 social Advisor event. The members got an…
Giving Smarter: Tax-Friendly Tips for the Season
As the end of the calendar year approaches, here are some important facts and timelines to ensure your generosity makes the greatest impact—and benefits your tax planning: 1. Key Deadlines…
Market Highlights from Our Trusted Partner The Concord Advisory Group, Ltd
The Foundation utilizes Concord Advisory Group as our trusted partner for investment management services. The Foundation’s investment programs serve our partner organizations to provide annual income and financial wellness and…