See Video Here. We had a great turnout for our first 2024 Nonprofit Roundtable yesterday. We were privileged to have an amazing panel that included Dahlia Brown of the Robert W. Woodruff Foundation Jenny Jang of TK Elevator and Jennifer Garner of Papa Johns Pizza Our own Shelly Owens acted as moderator and led an... Read more »

Money, mortality, and family relationships. Each of those topics alone can be tough for anyone to address head on, and when you combine them, it’s no wonder so many people put off setting up or updating their estate plans. Establishing a will, trust, and beneficiary designations forces a person to confront decisions about the ultimate... Read more »

“To whom much is given, much will be required.” It’s a bible verse, and one that Melissa and Parker Gilbert’s daughters know well because their grandfather recalled it often.  The Cardinal Legacy Fund, their family’s new donor-advised fund,  was created as a nod to “Gam” and “Poppy,” the affectionate titles used by their daughters for... Read more »