Investment Giving

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Julie O'Rourke

Julie O'Rourke

Julie A. O’Rourke, CFA, CFP, a member of Alpine Trust & Investment Group, has been in the wealth management field for over 20 years.

Posted by on in Blog

As the air turns cooler and the days grow shorter, our minds quickly turn to the final three months of the year, with thoughts of family gathering around the dinner table over Thanksgiving and then quickly turning to the writing of wish lists and the ensuing rush of gift buying for the holiday season. One item on your end of year to do list which may outlast a stylish sweater or the latest electronic gadget may be to contemplate making charitable donations before the calendar ushers in year 2018.

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Posted by on in Blog

We all want to live a significant, successful life. Yet how many of us realize that our important, positive contributions can last long after we are gone?

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