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Chart of the Month – December 2025
Charitable giving strategies continue to evolve. This month’s Chart highlights how approaches to philanthropy have shifted over the past 15 years.
Charitable giving strategies continue to evolve. This month’s Chart highlights how approaches to philanthropy have shifted over the past 15 years.
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.
Consider the value of giving now—reaping the emotional rewards of seeing the impact of your gift firsthand, during your lifetime.
Feeling called to give back as the year comes to a close? There are meaningful ways to support the causes you care about—beyond writing a check.
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