Prioritize the causes you care about, and be strategic about giving It may not come as a surprise that millennials are passionate about giving back. Millennials as a generation believe in supporting causes more than individual organizations, are likely to be influenced by peer networks when it comes to giving and want to give back…

Read More

Our October 2019 Newsletter includes an in house article on the Importance of Estate Planning, highlights from Bra Country Fest and the Making Strides Against Breast Cancer of New Orleans run/walk. You will see photos from the Ricks family during this LSU football tailgate season and photos from our training events.  Don’t miss getting to…

Read More

As the flood waters slowly recede in the Houston area, many people are asking themselves how they can help the victims of Hurricane Harvey. For those who have IRAs and are charitably inclined a Qualified Charitable Distribution (QCD) may be one way you can help. QCD Rules Not everyone can do a QCD. A QCD…

Read More