We set our ambitious corporate goal of creating $100 million of new charitable gifts annually working with clients, charities, foundations and allied professional accountants, lawyers, bankers, investment and insurance advisors.
The results are in. We reached a total of $61 million for 2020!!
Very proud of our team considering a Covid year.
More then ever before, people want to create a legacy and go from success to significance - especially if it comes from converting taxes into charity.
Thank you to everyone who joined us.
G-d willing we are just getting started.
If you are an insurance advisor, estate planning professional, lawyer, accountant or banker please join us in doing good.
Stay tuned for a big announcement coming soon.