Archives

Shifting the Conversation to Year-Round Strategy For many clients, charitable giving is still approached reactively. Advisors are uniquely positioned to reframe it as a proactive, values-driven component of a comprehensive financial plan. Spring is an effective time to initiate or revisit these discussions: Revisiting Required […]

Understanding Required Minimum Distributions (RMDs) For those aged 73 and older, Required Minimum Distributions (RMDs) continue to play an important role in financial and charitable planning. These mandatory withdrawals from retirement accounts can significantly impact your tax situation, but they also present an opportunity. With […]

Brett Weil talks about his Associated journey, WesBanco’s corporate sponsorship of The Associated and Jewish Baltimore.

Jordana and Andrew Hurwitz, participants in Young Leadership Council, explain why they’re committed to Jewish Baltimore.

Spring is almost here! Check out our upcoming events and join us this season.

From Towson Hillel to Bucket Lists, get to know the Chair of the Planned Giving Round Table.

Rebecca Krasner, director of The Associated’s Center for Combatting Antisemitism and Hate talks about security and education.

Explore DAFs, QCDs, appreciated assets and planned gifts for smarter philanthropic planning.

Stephen Knable, The Associated’s Harry Greenstein Young Leadership Award winner, joins the latest episode of Mensches in Cars Getting Coffee.

Gedalia “Jed” Winchell, Baltimore attorney and Young Leadership Council participant talks about how The Associated brings Jews together.