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Mid-Year Philanthropic Planning: Maximizing Your Impact

Alyssa Heath, CAP
Impact

Mid-year is the perfect time to revisit your giving goals, adapt to new tax rules, and plan strategically to maximize your philanthropic impact.

August 6, 2025
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Jim Ulseth, CFA, CAIA
Video Library

VIDEO: 2023 Q2 Market Update Q&A

April 4, 2023
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Jim Ulseth, CFA, CAIA
Market Trends & Commentary

Inflation, Bank Runs & the Potential for a Recession

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Alyssa Heath, CAP
Impact

How Collaborative Giving Can Make a Difference

March 6, 2023
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Electric Vehicle (EV) Growth Projections

February 9, 2023
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Jim Ulseth, CFA, CAIA
Market Trends & Commentary

2023 Market Outlook

January 9, 2023
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Michael J. Firestone, CFA
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The World Is Running On "E"

January 9, 2023
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