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: October 2019
Category: Charitable Giving
October 2019 Roundup for Professional Advisors
In our roundup for professional advisors, we explore charitable IRA and bequests, the different types of property and its impact on estate plans, as well as how to adjust your tax withholding. Read below to stay in-the-know on industry news.
Celebrating the Joy of Giving
Joy is one of the greatest, mutual benefits of philanthropy. That joy was on full display at our 2019 Annual Meeting held on September 17 at The Conrad in La Jolla.
Philanthropy Roundup: September 2019
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.
September 2019 Roundup for Professional Advisors
In our roundup for professional advisors, we explore gifts of real estate, joint tenancy for married couples, and more. Read below to stay in-the-know on industry news.
Q2 2019 Investment Update & Trends
CIO Matt Fettig provides insight into the state of the market and current investment performance. View a recording of our 2019 Q2 Investment Call, and access the presentation slides in this article.
August 2019 Roundup for Professional Advisors
In our roundup for professional advisors, we explore substantiation requirements, mortgage rates, wills and more. Read below to stay in-the-know on industry news.
Benefits of Creating a Nonprofit Agency Fund
Learn more about the benefits of opening a nonprofit agency fund and how it can help maintain and grow impact.
Honoring Changemakers on National Philanthropy Day
Bob Wilson, Marion Wilson and Jack Raymond will be honored on National Philanthropy Day for their inspiring generosity.
Philanthropy Roundup: August 2019
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.
