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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…
All-Encompassing and All-Embracing Financial Planning
All-Encompassing and All-Embracing Financial Planning Key elements of financial planning: What is often missing in these elements is philanthropic planning. Financial planning can focus only on the growth of assets…
WPGC Site Visits
The Womens Philanthropic Giving Circle Complete This Years Site Visits The Women’s Philanthropic Giving Circle (WPGC) has successfully completed site visits for this year’s grant finalists. As part of the…