Blog
Client Logins & Resources
Planning Portal
Investment Portal
Us
About Us
Regulatory Information
You
Individuals And Families
Businesses and Institutions
Retirement Plans
Advice
Planning
College Planning
Investing
Locations
Atlanta, GA
Bellevue, WA
Berwyn, PA
Dallas, TX
Huntington Beach, CA
Houston, TX
Irvine, CA
Knoxville, TN
Lake Oswego, OR
Lenox, MA
Marblehead, MA
Olympia, WA
Providence, RI
Reston, VA
San Francisco, CA
Southold, NY
West Hartford, CT
For Advisors
Community
Events
Podcast
Connect
Us
You
Individuals And Families
Businesses and Institutions
Retirement Plans
Advice
Planning
Investing
Education & News
Locations
Atlanta, GA
Bellevue, WA
Cutchogue, NY
Dallas, TX
Glastonbury, CT
Knoxville, TN
Lenox, MA
Marblehead, MA
Providence, RI
San Francisco, CA
For Advisors
Connect
Apella Wealth Blog
Financial Planning, Investment Solutions & Retirement Plan Solutions
By Julie Hurd, MBA, CFP®, Mark Atherton, CFP® and Belinda Ramberg
Charitable Giving
Overcoming Inertia to Accomplish Your Charitable Giving Goals
What does it mean to leave a legacy? How do each of us define our legacy? These are deeply personal...
3 Minute Read
Read More
