In our roundup for professional advisors, we explore options to bypass the estate tax, the IRS "Paycheck Checkup", charitable remainder trusts and more.
May 2018 Roundup for Professional Advisors
Category: Charitable Giving
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.
Be Like 3 of San Diego’s Inspirational Women Changemakers
San Diego women changemakers Dede Alpert, Alicia Gwynn and Darcy Bingham shared their stories of generosity at The San Diego Foundation 2018 Donor & Legacy Appreciation Luncheon.
Philanthropy Roundup: April 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.
April 2018 Roundup for Professional Advisors
In our roundup for professional advisors, we explore family limited partnerships, recommendations on securing your personal information, charitable gift annuities and more.
Meet VP of Development & Stewardship Brian Zumbano
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.
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?
Learn 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.
