Search Results for "giving"

Recently, a couple visited our advisors for the first time, seeking guidance on a specific financial challenge. Over time, they had accumulated a significant amount of appreciated company stock, which

Thanksgiving is usually a time to reflect on the past year and all the things we are thankful for. But what if we went deeper than that? What if our focus was not only on what we are thankful for, but

‘Tis the season (already!) for evaluating your 2021 generosity practices and making solid year-end charitable giving decisions. Are you on track to meet your goals? We are currently helping clien

Sound Stewardship’s crowning principle is Give Generously. It’s the goal our first six guiding principles are all building toward. As a team, we try to actively encourage generosity and

Whether you’re a new hire negotiating your compensation package or a long-time employee who has never had an intentional strategy for your stock options, you need to pay attention in order to make the

Are you a generous giver? Do you have an IRA account?  Are you over 70 ½ years old and withdrawing your Required Minimum Distribution (RMD)?  Good news! You can use a Qualified Charitable Distri

We’re entering one of the best times of year: the giving season! Even though Sound Stewardship is focused on generosity year-round, Americans up their interest in giving during the winter holiday mont

As we ready ourselves for Thanksgiving, we can’t help but think about the joy that being with family brings. But we’re also very aware of a different type of family we’re thankful for: each and every

At Sound Stewardship, we’re honored to serve a very generous clientele. Most of the families we help have causes they love to support on a regular basis. Yet even among our clients, many have forgotte