Philanthropy Roundup: October 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.

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.

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.

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.
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