Thoughtful planning for the holiday giving rush
How to help clients maximize their year-end charitable giving with donor-advised funds.
Tag: Philanthropy
Keys to engaging communities and driving inclusive economic solutions
A community conversations case study from KeyBank.
Brand Slam Award winner: First Interstate Bank’s volunteer culture unites employees after a merger
Closing the doors at noon and showing up for 400 community projects across 14 states.
A roadmap for bank leaders to build community trust
More than ever, we must take proactive steps to ensure we are empowering our customers to overcome economic crises and ...
Podcast: How wealth managers can help families navigate difficult transitions
For high-net-worth clients, generational transitions can be fraught moments, implicating business ownership sales, control transfers, tax situations, philanthropic decisions and ...
Banks partner with VA to serve veterans in need
A popular program that has banked thousands now offers financial education and credit counseling.
Podcast: How donor-advised funds fit into bank strategy
Often described as "charitable savings accounts" or "charitable checkbooks," donor-advised funds are one of the fastest-growing charitable vehicles. Evan Sparks ...
Making Charity Part of Your Portfolio
Whether clients use them for charitable saving or spending, donor-advised funds are a growing part of banks’ wealth management product ...
The Fine Art of Banking and Leadership
Scott Anderson, a consummate behind-the-scenes leader, steps into the spotlight as ABA’s 2021-22 chair.
Banks Step Up to Support Arts Communities Impacted by Covid-19
Banks have long been a critical and valued supporter of arts and culture. As some arts organizations struggle because of ...
