Making a Difference: Planned Giving

As a CPA for 40 years, I often worked with clients on their estate plans. For many people, this was an extremely difficult and emotional process and they often put off completing their plan. Personally, I knew the importance of putting a viable plan together so that my family was protected should I die early. […]

Leaving a Legacy of Love: Sally Wise

Over $20,000 Donated in Honor of Sally Wise Some people have an incredible way of touching hearts during their lifetime, leaving behind a legacy of generosity and kindness that never fades. Sally Wise was undeniably one of those special souls. Shortly before Sally passed away on March 17, she and her husband, David, asked friends […]