CONTACT US
Forever Value, Close to Home

Forever Value, Close to Home

Nov 28, 2022

By Mary Quilici Aumack, CEO In April of this year, we lost my “baby” brother, Joe. It was unexpected and sudden.  L to R: Mary’s sister, brother and Mary in their St. Justin School uniforms Joe was the youngest of the six Quilici children, and the only boy....
Testamentary Donor Advised Fund

Testamentary Donor Advised Fund

Nov 23, 2022

A simple idea for multi-generational charitable flexibility We have seen increased interest in including Donor Advised Funds as part of donors’ charitable estate gifts. They can be set up during the donors’ lifetimes (and added to upon their death) or simply created...
0
0
0
0
0
0
0
0