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Making decisions about where to direct your charitable gifts may be an activity that you are well practiced at or it may still be very new to you. Whatever your level of experience is, getting clear about your goals and intentions will help you on your philanthropic journey. Our online Charitable Giving Workshop is a great place to start!

Here's what you'll learn:

  • How to develop your Personal Philanthropic Plan
  • Methods for choosing which causes/charities to support
  • Ways you can give that will benefit the charity and may be more beneficial than just writing a check
  • Additional resources and worksheets that can be helpful in creating your plan
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After the loss of a spouse, many areas of life seem foreign and confusing. Unfortunately, finances seem to be at the top of that list. Our "Finances for One" guide may help diminish your money fears and give you the confidence you need to protect your financial future.

In This Guide, You'll Find:

  • A checklist of things that may need to be done and by when
  • General funeral costs
  • An explanation of what may happen to money when someone dies
  • Instruction on knowing your money position
  • And more financial planning advice
READ THE GUIDE
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Today, there are many investment strategies and tactics to align your values with your money, but it doesn't have to be complex. Kay Kramer and Steve Dixon from Birchwood Financial Partners walk you through a presentation and discussion on Sustainable Investing and how to incorporate these ideas into your own investment strategy. 

In this 30-minute online webinar, we hope that attendees complete the webinar with a better understanding of SRI investing and how it can be integrated into their investment portfolio.

Here's what you'll learn:

  • The difference between SRI, ESG, SDG and more
  • Information about sustainability as an investment method
  • How to work sustainable investments in to your portfolio
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Take this 2-minute quiz to find out what investment style matches your values

Wouldn't it be great it you could match your investments to your values? There are numerous ways to invest now so the good news is - you can. Take this quiz and find out which investment style is the best fit with your values.

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