Insights
Category: Philanthropy

October 20, 2020
There’s a lot Going On… Thoughts on Philanthropy in the Time of COVID-19
October 20, 2020 I know I’m one of the lucky ones. Coldstream has weathered the COVID-19 storm well. Others have not been as fortunate. With furloughs, layoffs, and all the other challenges we are facing in 2020, people are hurting. And so are charitable organizations whose mission it is to help. Giving back now is [...]

Contributions from: Vonie Bright, CFP®

February 14, 2017
Disability Advisory Services Sponsors WSAJ
Coldstream’s Disability Advisory Services (DAS), always dedicated to delivering holistic financial guidance to individuals with a disability who have received a financial settlement, is proud to announce their comprehensive gold sponsorship with the Washington State Association for Justice (WSAJ) for the second year in a row. The “oldest and largest civil justice advocacy organization in [...]

December 15, 2015
Charitable Giving: Options & Deadlines for 2015
As the year comes to a close, you may be considering charitable gifting. With so many mechanisms to do so, it is necessary to plan ahead. Start by deciding who will receive your donation. We are here to help with the what, how, and when of charitable giving. Although using cash is the simple and [...]
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