Turn today’s market insights into tomorrow’s charitable impact.

When markets move, it’s rarely just a portfolio conversation — it’s a planning conversation. That includes philanthropy.

On September 15 at 12:00 PM ET, we’re joined by Pathstone, our investment advisor, for “State of the Market” We’ll cover where markets stand today, how that shapes decisions around funding and timing charitable giving, and where a donor-advised fund fits into the picture — especially when it comes to giving appreciated stock rather than cash.

Whether you’re actively giving, thinking about starting, or guiding others through these decisions, this will be an impactful discussion.