Have You Included Donor Advised Funds in Your Estate Plan?

As the U.S. is on the verge of its largest generational transfer of wealth in history and aging boomers consider what to include in their estate plans, it’s important they keep in mind a succession plan for charitable assets like donor-advised funds.

Philanthropy Roundup: January 2018

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.

Why Setup a Nonprofit Agency Fund?

Learn about the importance of nonprofit agency funds at The San Diego Foundation and how they provide long-term support for local organizations.

Philanthropy Roundup: December 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.

Q3 2017 Investment Update & Trends

CIO Matt Fettig provides insight into the state of the market and current investment performance. View a recording of our 2017 Q3 Investment Call, and access the presentation slides in this article.

Why Gifting Stock is Right for You

Charitable Gifts Director Leslie Klein, CFP shares how gifting stocks, bonds or mutual funds can help philanthropists grant more money to the nonprofit community while receiving optimal tax advantages in the process.
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