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Let’s Get Excited about RMDs!

By Mary P. Walker, Petrus Blog Contributor & Local Charity Board Member


Let’s Get Excited about RMDs!

This may be the most boring blog post you’ll read this week, but slogging through it could bring a lot of money to your ministry!

2021 is shaping up to be a CRAZY tax year. Many...

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Women in Philanthropy Episode 5 with Sandy Guzmán

Hosted by Tara Doyon, Director of Client Services and Sarah Rose, Director of Communications.


In this episode Tara and Sarah are joined by Sandy Guzmán, Senior Accounting Specialist at Four Leaf Financial and Accounting. They discuss the importance of finances in leadership. As...

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Giving USA Report 2021

By Mary P. Walker, Petrus Blog Contributor & Local Charity Board Member


Latest Information on Giving Trends

Giving USA 2021: The Annual Report on Philanthropy for the Year 2020 was released in June.  This report on the state of philanthropy is LONG and comprehensive, so I picked a few...

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Commentary - "AI and the Future of Generosity" by Nathan Chappell

By Sarah Rose, Petrus Director of Communications


Recently, I was invited to watch one of OSV talks titled “AI and the Future of Generosity” by Nathan Chappell, Senior Vice President of DonorSearch Aristotle.

The OSV Talks are a “series of topics from Catholic leaders...

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