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Philanthropy Thrives in the Time of COVID-19


May 27, 2020


Editors Note: I handed the reins of this Independent Insights over to one of our newer team members, JP Cavaliere, a Senior Consultant focusing on our institutional clientele.

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Take What is Yours


May 13, 2020


A buddy of mine texted me last Friday night to ask if I knew that my wife has some unclaimed property held by the state of Pennsylvania. Sheer lockdown boredom led him to unintentionally uncover a nerdy little secret I have.

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