Be Inspired By Giving

Posted by Chip Brackley on November 18, 2020

Can you recall a time when you received an unexpected gift? Maybe you were in need at the time, or possibly it was something totally unexpected? Thinking back on situations like these, what is it that you remember? Was it the gift or the feelings and emotions you...

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Tax Break for Charitable Donations in CARES Act

Posted by Archetype Wealth Content Team on October 28, 2020

Thanks to the Coronavirus Aid, Relief, and Economic Security (CARES) Act signed into law in March, donors may give up to 100% of their Adjusted Gross Income (AGI) this year. Below are some of the key provisions from the CARES Act that may impact your charitable...

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Does Money Have a Hold on You?

Posted by Archetype Wealth Content Team on August 10, 2020

Money is powerful. Many blindly allow it to rule over our lives. Although it is not the source of life, it has the potential to ruin our lives. The irony of money is that we believe: If we had more of the very thing that has power over us, then we will somehow take...

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What is the ideal giving model?

Posted by Archetype Wealth Content Team on August 28, 2019
Charitable giving is an important and significant investment for many of our clients. With giving season just around the corner, we wanted to take a look at the nonprofit landscape and share the best practices that we learned from philanthropic experts across the...
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5 Steps to More Meaningful Giving

Posted by Archetype Wealth Content Team on August 27, 2019

We recognize that charitable giving is an important and significant investment for many of our clients. We strive to provide both wisdom and resources to help them better navigate the current, often overwhelming, nonprofit landscape. To that end, we humbly present...

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Sustainable Investing as a Conversation Starter with the Next Gen

Posted by Peter Roselle on August 7, 2018

Our clients often ask us for advice on helping educate the next generation about investing principles.

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