Our Resources
Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
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Charitable Giving
September 23, 2024
How to Align Your Charitable Giving With Your Values
Deciding whom to give to, when and how much is challenging until you have aligned your giving plan with your values. Wealth Advisor Tad Gray shares steps you can take to prepare your gifting intentions.
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Charitable Giving
March 13, 2024
Empowering Your Giving Strategy: How to Support Global and Basic Need Challenges
There are no shortages of crises in the world, and determining how you can make a difference can often feel overwhelming.
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Charitable Giving
November 20, 2023
4 Charitable Giving Strategies to Maximize Your Impact
Now is an excellent time to revisit your charitable giving plan and review the tools you want to employ in 2024. Explore your options with these four tax-efficient strategies to channel your generosity in the most impactful and meaningful ways.
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For Parents
March 23, 2023
Legacy Series: Thoughts On Philanthropy
At the Colony Group, our mission is to deliver peace of mind to our clients and to empower their visions of tomorrow. A component of how we achieve our mission is through our Net Positive Pledge, a commitment to being a net positive company, giving more to the world than we take. The underlying trust you place in our firm is founded on our aligned interests and pursuit of excellence in everything that we do. When it comes to advising on your philanthropic vision, we view this as one of the cornerstones of your legacy.
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Lifestyle Services
March 14, 2023
Legacy Series: Thoughts On Philanthropy
At Focus Partners, our mission is to deliver peace of mind to our clients and to empower their visions of tomorrow.
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