Webinar: Smart Charitable Giving Strategies During a Pandemic

Oct 07, 2020
Smart Charitable Giving Strategies During a Pandemic Thursday, November 5th, 2020Time: 12:00PM – 1:30PM ESTVirtual Zoom Meeting These are extraordinary times and the need for charitable giving is overwhelming.…


Nov 19, 2020
GivingTuesday is a global day of generosity that will take place on Dec 1, 2020. It is a global generosity movement, unleashing the power of people and organizations to transform their communities and…

Tax Season Charity Showdown 2021

May 04, 2021
Davis & Hodgdon and Copper Leaf Financial have found some unique ways to keep our staff excited throughout the duration of our busy tax season with our firm-wide FUN initiative! Since the tax deadline…

5 Things You May Not Know About RMDs

Aug 04, 2021
RMDs are minimum amounts that you must withdraw each year from most types of retirement accounts after you reach a certain age. The taxable portion of your withdrawals will be taxed as ordinary income. Required…

Copper Leaf Financial’s Guide to Charitable Giving and New Fillable Worksheet are Now Available Online

Oct 27, 2021
Copper Leaf Financial’s workbook “Guide to Creating Your Charitable Giving Statement” was created to act as a guide for our clients. We use this guide to assist them with organizing their charitable giving…

How Philanthropists And Foundations Can Help Ukraine

Mar 21, 2022
The humanitarian crisis in Ukraine is heart-wrenching and complex. In many respects, it’s similar to a natural disaster but it also poses distinct challenges that require both immediate and long-term support. Philanthropists,…