Philanthropy

Giving Circles are gaining momentum in Vermont! Join us for our next virtual townhall as we discuss this growing movement and how they are bringing people together – empowering them to pool their donations for greater impact while enjoying the social benefits of getting together to support charitable causes. Michael L. Thompson, CAP®, AIF®, AEP®...

Click here to register! Are your kids not interested in taking over the family camp after you’re gone? Are you considering leaving you’re second home to your church or college? Do you want to preserve part of your farm from development? As part of Copper Leaf Financial’s focus on philanthropic giving we are excited to...