Philanthropy and impact start with showing up. These conversations are about what happens when people invest in the place they are from. Giving back starts with showing up — and a thoughtful plan makes the impact last.
Our financial planning services include charitable giving strategies that help you structure donations, donor-advised funds, and other vehicles so your generosity goes further. For organizations doing this work every day, Confluence Financial Partners provides non-profit financial services including investment oversight, cash flow analysis, and board governance support.
Transforming Patient Lives through Philanthropy: Rachel Petrucelli of UPMC Children’s Hospital Foundation
“The world's gonna find out how powerful the hockey community is.”
Transforming Patient Lives through Philanthropy: Rachel Petrucelli of UPMC Children’s Hospital Foundation
Attorney Chris Lee on Doing It Right: Confidence & the Power of the Process
He lost all his confidence in high school. Then Chris Lee discovered what happens when you fall in love with the process.
Ryan “Bugsy” Malone and Life After the NHL: One Athlete’s Journey to Purpose
Ryan Malone spent 12 years in the NHL. Then the jersey came off, and he had to figure out who he was without it.
