Socially Responsible Investing Articles

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4 Tips for Smarter Gifts to Charity

by Rachel Elson | Mar 17, 2021

How to use a donor-advised fund to get the most tax bang for your charitable buck.By Rachel Elson, CFP® Wealth Advisor, Perigon Wealth ManagementDon't give to charity for the tax benefits: Give because you're committed to using your money for an important cause. But...

What a Biden win might mean for sustainable investing

by Bud Sturmak | Oct 20, 2020

Corporate drive for sustainability creates space for Biden plan initiatives RIDGEWOOD, NJ. (Callaway Climate Insights) — In a tumultuous year which will be forever remembered by the impacts of Covid-19, racial injustice, and the adverse effects of climate change, one...