Granting money from your donor-advised fund is one of the best feelings in the world. You are quite literally making the world a better place through your generosity. But sometimes – especially if you have just opened a new donor-advised fund – understanding where you can and cannot make a grant is not crystal clear. The Greater Kansas City Community …
Many years ago, Gene Balloun and his wife Sheila became foster parents and entered the world of foster care and adoption. Gene, a lawyer by trade, often served as a wealth of knowledge about the legal aspects of adoption for other foster and adoptive parents. Gene began conducting pro bono public adoption cases through his employer, Kansas City-based firm Shook …
David Anderson, Director of Investments, considers his work with professional advisors one of the highlights of his job. David works with financial planners, wealth managers, accountants, attorneys and other professional advisors to help donors manage their charitable giving. David oversees all investment activity of our donors’ donor-advised funds including funds that participate in our Financial Advisor Program. With a donor-advised …
