The technology needs of community foundations are quickly converging with the needs of wealth managers. Learn more about the three trends Jeff Conn is seeing.
The technology needs of community foundations are quickly converging with the needs of wealth managers. Learn more about the three trends Jeff Conn is seeing.
For our team, 2022 was a substantial year of building and growth. We are proud of what we have accomplished, the improvements we have made to our company, and the value we have provided our customers.