We sat down with him to talk about why these conversations matter, what he has learned from his clients and family, and why creating a plan does not have to be reserved for people with extraordinary wealth. When you think about planned giving, what do […]
Posted by Jamie Conway on September 23, 2026
Learn the basics of charitable gift annuities (CGAs) to decide if a CGA may be right for you.
Posted by Jamie Conway on September 17, 2026
Get to know Lindsey Jeanniton, member of The Associated’s Young Leadership Council Class of 2027.
Posted by Jamie Conway on September 14, 2026
Glenn Gordon shares what drew him to The Associated and his unique opportunity to give back to Jewish Baltimore.
Posted by Jamie Conway on September 9, 2026
Jodi Moskowitz, chair of The Associated’s JWGF, explains how they are making a difference for women and girls.
Posted by Jamie Conway on
The Diller Teen Fellows Program started Josh Finifter on a path to a lifelong connection to Baltimore.
Posted by Jamie Conway on September 4, 2026
Class of 2027 YLC Participants will serve as board observers across The Associated network.
Posted by Mark Bridge on August 13, 2026
Jessica shares what inspires her work—and a few fun facts along the way.
Posted by Jamie Conway on July 30, 2026
Explore three strategies advisors can discuss with eligible clients that align tax efficiency with philanthropic goals.
Posted by Jamie Conway on July 20, 2026
During Make-A-Will Month, discover how a charitable bequest can help strengthen Jewish life and ensure your legacy for generations to come.
Posted by Jamie Conway on June 24, 2026