Websites of Interest
Estate and Charitable Planning
This Asheville-based community foundation is recognized nationally and regionally for its ability to work productively with families and their advisors to establish funds to benefit cherished causes and the communities of Western North Carolina. They are particularly helpful in setting up and administering complex charitable vehicles such as Charitable Remainder Trusts that pay an income stream to the donor and Charitable Lead Trusts that can help a family lower estate taxes.
The Community Foundation of Henderson County has been helping donors fulfill their philanthropic dreams since 1982. The Foundation operates with the vision of being a highly visible, philanthropic leader directed by an engaged and committed board, staffed by qualified employees, empowering donors at all levels to invest in professionally managed charitable funds that address community needs.
This is an organization of some of the country’s leading estate planning attorneys. It is very helpful in locating an estate planning specialist.
This excellent North Carolina-based organization helps families and their advisors establish conservation easements that preserve open land and create significant tax benefits.
Catawba Lands Conservancy is dedicated to saving land and connecting lives to nature. They provide numerous opportunities for land owners and volunteers alike to share their love of the land and nature through conservation, protection and education about our environment. The Catawba Lands Conservancy Conservation Vision 2030 is their 20-year plan that sets a goal of permanently conserving 50,000 acres of land by 2030. The vision identifies four key focus areas – wildlife habitat, clean water, local farms and connection to nature – that will guide their critical decisions and planning for saving land and stewardship efforts into the future.
Founded in 1932, the Charlotte Symphony is the largest and most active professional performing arts organization in the central Carolinas. The Charlotte Symphony gives nearly 100 performances each season that reach an annual attendance of 200,000 listeners. The mission of the Charlotte Symphony is to perform great symphonic music and serve the entire community through music education and entertainment that enrich the human spirit.
The website of Grantham, Mayo and Van Otterloo, a leading global investment firm. Includes access to the writings of Jeremy Grantham, a leading asset allocation strategist. Even if you do not agree with him, his provocative writings are thoughtful and entertaining.
The website for Berkshire Hathaway, the holding company for Warren Buffett's investments, a stock held by many of our clients.
Publisher of the influential “Bank Credit Analyst.” This subscription-only site contains valuable information in its public area.
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