We explore planning for serious illness, gifts of charitable annuities and savings bonds, charitable remainder unitrusts and more. Read to stay in-the-know on industry news.
Aug. 2018 Roundup for Professional Advisors
Category: Charitable Giving
Tax Benefits of Donor-Advised Funds
Because donor-advised funds are philanthropic giving vehicles administered by charitable sponsors, such as community foundations, they can benefit you for tax planning purposes.
Philanthropy Roundup: July 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.
10 Ways We Grew a More Vibrant San Diego Region in Q2 2018
Thanks to our donors and partners, we’re able to live out our mission each day. Check out 10 ways we helped grow a more vibrant San Diego region in Q2 2018.
What is a Donor-Advised Fund?
Administered by a charitable sponsors, donor advised funds are simple, tax-efficient vehicles to support your favorite nonprofit organizations or areas of interest.
July 2018 Roundup for Professional Advisors
In our roundup for professional advisors, we explore cryptocurrency, the new tax return Form 1040, charitable remainder unitrusts and more.
Philanthropy Roundup: June 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.
May 2018 Roundup for Professional Advisors
In our roundup for professional advisors, we explore options to bypass the estate tax, the IRS "Paycheck Checkup", charitable remainder trusts and more.
Q1 2018 Investment Update & Trends
CIO Matt Fettig provides insight into the state of the market and current investment performance. View a recording of our 2018 Q1 Investment Call, and access the presentation slides in this article.
Philanthropy Roundup: May 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.
