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25×25 Distributions Top $35 Million In 2023 

25×25 Distributions Top $35 Million In 2023 

During the first weeks of the new year, the WatersEdge trust team worked diligently to finalize distributions for 2023. The total number was a testament to God’s overwhelming favor throughout a tumultuous year.

Can I Use My DAF for That?

Can I Use My DAF for That?

As we enter 2024, let’s dive into a few of the most common questions our team hears about donor advised funds.  

Rethinking Retirement

Rethinking Retirement

The SECURE Act 2.0 and One Family's Legacy of Giving In December 2022, Congress passed new legislation enabling needed changes to the retirement savings industry. Known as the SECURE Act 2.0 (Setting Every Community Up for Retirement), the new law provides for, among...