by Nanette Duffey | Dec 12, 2022 | Giving, Insights
When it comes to charitable donations, you’ll want to keep detailed records of cash donations you hand out. Keeping records affords you the affirmation that you supported your favorite organizations and fulfill any outstanding pledge amounts. Plus, it allows you to...
by Nanette Duffey | Jul 18, 2022 | Insights
We’ve all heard horror stories of scam artists taking older adults for both small and large sums of money. Whether IRS phone scams, texts claiming cancellations, fake charitable organizations on Facebook, or callers impersonating Medicare representatives, it’s...
