Jennifer Smiljanich, CFP®

October 4, 2023

Financial Planning, Community Involvement

You Can't Take It With You

Jennifer Smiljanich, CFP®

October 4, 2023

Financial Planning, Community Involvement

In addition to family gifting, many individuals support giving to organizations that aim to help their communities. We highlight some strategies to make the most of your giving dollars.

Bobby Adusumilli

September 7, 2023

Community Involvement

International Samaritan: Walking Hand-In-Hand With Families In Garbage Dump Communities

Bobby Adusumilli

September 7, 2023

Community Involvement

International Samaritan: Walking Hand-In-Hand With Families In Garbage Dump Communities

International Samaritan is a 501(c)(3) nonprofit organization that is working to break the chains of poverty and improving lives, particularly within garbage dump communities worldwide.

Bobby Adusumilli

June 9, 2023

Community Involvement

Leadership Toledo: Inspiring Community Involvement

Bobby Adusumilli

June 9, 2023

Community Involvement

Leadership Toledo is an organization that connects individuals with the community, engaging and involving them with initiatives that make the Toledo region a great place to live, work, and enjoy.

Kirk Ludwig, CFIP, AIF®

February 3, 2023

Community Involvement

Courageous Community Services: Promoting Healthy Lifestyles

Kirk Ludwig, CFIP, AIF®

February 3, 2023

Community Involvement

Courageous Community Services: Promoting Healthy Lifestyles

The mission of Courageous Community Services is to provide meaningful, inclusive opportunities for individuals with disabilities and their families through advocacy, education, and engaging recreational experiences.

Scott Savage

October 20, 2022

Community Involvement

Metroparks Toledo: Redefining Our Region

Scott Savage

October 20, 2022

Community Involvement

Metroparks Toledo: Redefining Our Region

Further expansion, connection, and exceptional maintenance of existing Metroparks will continue to elevate our region in the eyes of the world and in the hearts of those who call Toledo home.

Scott Savage

October 6, 2022

Community Involvement

Stories Of Giving & Achievement: The Series

Scott Savage

October 6, 2022

Community Involvement

Stories Of Giving & Achievement: The Series

These are stories of achievement that can only come through caring enough about you, your communities, and the world to give our time, financial support, our passion to offer a helping hand to those in their time of need.

Scott Savage

December 16, 2020

Community Involvement

'Tis The Season: 7 Tips To Help Your Favorite Nonprofit Raise More Money

Scott Savage

December 16, 2020

Community Involvement

'Tis The Season: 7 Tips To Help Your Favorite Nonprofit Raise More Money

For nonprofits, less than 50% of donations come from the previous year’s donors. Here are 7 ways to potentially inspire more giving to your favorite nonprofit.

Kevin Kelly, CFA

July 16, 2018

Financial Planning

Non-Profits – Are You Planning for the Next 100 Years?

Kevin Kelly, CFA

July 16, 2018

Financial Planning

Non-Profits – Are You Planning for the Next 100 Years?

Responsible governance is less about the newest trends in leadership and investing, and more about being responsible and calm no matter what markets do.