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Year-End Giving Checklist: Make Every Gift More Intentional | Financial Perspectives

Category: Financial Planning » Charitable Giving
By Ashlee Vieregger
12/15/2025

Year-end giving doesn’t have to be rushed or random. In this episode of Financial Perspectives, Director of Communications Gretchen Muller and Senior Lead Advisor Ashlee Vieregger walk through a practical year-end giving checklist to help you align your generosity with what matters most to you. They discuss “generosity languages,” how donor-advised funds could simplify giving across years, and ways to involve your family in leaving a legacy of generosity.

Year-End Giving Checklist: Make Every Gift More Intentional | Financial Perspectives

Category: Financial Planning » Charitable Giving
By Ashlee Vieregger
12/15/2025

Year-end giving doesn’t have to be rushed or random. In this episode of Financial Perspectives, Director of Communications Gretchen Muller and Senior Lead Advisor Ashlee Vieregger walk through a practical year-end giving checklist to help you align your generosity with what matters most to you. They discuss “generosity languages,” how donor-advised funds could simplify giving across years, and ways to involve your family in leaving a legacy of generosity.

Are You Hungry?

Category: Financial Planning » Charitable Giving
By Wade Den Hartog
12/17/2024

Often times, we think about giving to those in need or supporting our favorite non-profit organization(s) at Thanksgiving and Christmas or, with end-of-year gifts. This is great, however, the need to feed is ongoing. So the question, “Are you hungry?” is more about “Are you interested in learning more about how you can become more generous than you already are today?”