We recently sat down with our new Vice President of Development & Stewardship Brian Zumbano to ask him about his passion for philanthropy and working with generous San Diegans.
Meet VP of Development & Stewardship Brian Zumbano
Category: Charitable Giving
Philanthropy Roundup: March 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.
March 2018 Roundup for Professional Advisors
In our roundup for professional advisors, we explore gifts of homes, recommendations on finding a qualified professional tax preparer, strategies for IRA distributions to charity and more.
Are You Making the Most of Your Estate Plan?
Director of Planned Giving Robyn Sharp shares why it's important to have a plan for transferring assets out of your ownership after your death regardless of the size of your estate.
February 2018 Roundup for Professional Advisors
In our roundup for professional advisors, we explore annual gift exclusions, recommendations on avoiding tax scams, charitable giving strategies for business ownership interests and more.
Philanthropy Roundup: February 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.
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.
Debbie Kurth Helps Make Rancho Bernardo One of Region’s Most Generous Communities
From Volunteer of the Year for the Rancho Bernardo Business Association to Honorary Mayor of the community of Rancho Bernardo, Debbie Kurth's many accolades speak volumes.
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.
January 2018 Roundup for Professional Advisors
In our roundup for professional advisors, we explore spendthrift trusts, scams affecting tax professionals, charitable components to business exit plans and more.
