Our “Philanthropy Roundup” posts highlight stories – at the local and national level – that are valuable to our readers and will keep you up to date in the world of philanthropy.
Philanthropy Roundup: June 2017
Category: Charitable Giving
June 2017 Roundup for Professional Advisors
In our roundup for professional advisors, we explore the gift tax, blended gifts, the American Health Care Act and Charitable Remainder Trusts. Read below to stay in-the-know on industry news.
Q1 2017 Investment Update & Trends
CIO Matt Fettig provides donors with insights into the state of the market and current investment performance. View a recording of our 2017 Q1 Investment Call, and access the presentation slides in this article.
Philanthropy Roundup: May 2017
Our “Philanthropy Roundup” posts highlight stories – at the local and national level – that are valuable to our readers and will keep you up to date in the world of philanthropy.
May 2017 Roundup for Professional Advisors
In our roundup for professional advisors, we explore the gift tax, blended gifts, the American Health Care Act and Charitable Remainder Trusts. Read below to stay in-the-know on industry news.
April Roundup for Professional Advisors
In our roundup for professional advisors, we explore Family Limited Partnerships (FLP), fixed income during retirement, IRS refund myths, real estate exit strategies and more.
What You Should Know About Discretionary Planned Giving
Planned Giving Director Robyn Sharp shares why endowed, discretionary planned gifts are the best way for donors to support the common good of the San Diego region forever.
Philanthropy Roundup: March 2017
Our “Philanthropy Roundup” posts highlight stories – at the local and national level – that are valuable to our readers and will keep you up to date in the world of philanthropy.
Q4 Investment Update & Trends
CIO Matt Fettig provides donors with insights into the state of the market and current investment performance. View a recording of our 2016 Q4 Investment Call, and access the presentation slides in this article.
Proactive vs. Reactive Gifts: Giving Deliberately in 2017
As we move deeper into 2017, Chief Giving Officer Adrienne Vargas shares how developing a charitable giving budget can you help you determine which programs to support.
