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Women & Philanthropy: Changing the Face of Giving

Focus on Women & Philanthropy I had the pleasure of attending the 4th annual “Women & Philanthropy” forum in Washington D.C. earlier this month.  Sponsored by George Washington University, the conference brought together a distinguished panel of women philanthropists, including keynote speaker Nancy Brinker, founder of Susan G. Komen for the Cure. The purpose of the meeting was to discuss the […]

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Talking to Your Aging Parents About Money Issues

Many of our clients have aging parents and are often concerned about how they will meet the challenges of daily life – managing their finances, caring for their home, getting basic errands done – while still feeling independent and in control. Author Glenn Ruffenach explores some of these issues in his May 7, 2012 SmartMoney article “Talking to Mom About Alzheimer’s […]

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Did You Miss Our Luncheon Seminar on Caregiving?

Did you miss the Thursday, April 19 client luncheon we hosted on caregiving featuring special guest Knyvett Lee?  Knyvett is Executive Director/CEO of CareSource, a not-for-profit social services agency in Fort Lauderdale, Florida, and is an expert in care management, guardianship and elder advocacy. Knyvett and I first met about twenty years ago when I was a Trust Officer for a South […]

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Quote of the Week: Caregiving Often Falls to Women

“The average caregiver in 2009 was a 49-year-old woman who had a job outside the home and spent nearly 20 hours per week providing unpaid care to her mother, according to a 2011 AARP Public Policy Institute study.” Emanuella Grinberg, CNN, April 9, 2012, “Caregiving for loved ones the ‘new normal’ for boomers” We hosted a […]

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Special Luncheon Invitation for Clients: Focus on Caregiving

According to AARP, one-quarter of adult children in the United States are currently providing personal care or financial assistance to a parent.  If you are already caring for a parent or other family member, or need to plan for what’s ahead, don’t miss our informal luncheon discussion on: Thursday, April 19  –  Noon to Two […]

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