In our roundup for professional advisors, we explore the “Integrity and Initiative” inheritance plan, tax fraudsters, gifting an automobile to a charity and “blended gifts” for donors.
July 2017 Roundup for Professional Advisors
Category: Charitable Giving
Shauna & Phil Schneider Blend Faith, Community and Philanthropy
Learn how philanthropy, community and faith play an overlapping role for San Diego philanthropists Shauna and Phil Schneider.
Alicia Gwynn Builds Character Among San Diego Youth
Learn how Alicia Gwynn, local businesswoman and wife of the late Hall of Fame baseball player Tony Gwynn, has been making an impact in the San Diego community for San Diego youth.
Philanthropy Roundup: June 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.
June 2017 Roundup for Professional Advisors
In our roundup for professional advisors, we explore the gift tax, blended gifts, the American Health Care Act and Charitable Remainder Trusts. Read below to stay in-the-know on industry news.
Q1 2017 Investment Update & Trends
CIO Matt Fettig provides donors with insights into the state of the market and current investment performance. View a recording of our 2017 Q1 Investment Call, and access the presentation slides in this article.
Philanthropy Roundup: May 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.
May 2017 Roundup for Professional Advisors
In our roundup for professional advisors, we explore the gift tax, blended gifts, the American Health Care Act and Charitable Remainder Trusts. Read below to stay in-the-know on industry news.
April Roundup for Professional Advisors
In our roundup for professional advisors, we explore Family Limited Partnerships (FLP), fixed income during retirement, IRS refund myths, real estate exit strategies and more.
What You Should Know About Discretionary Planned Giving
Planned Giving Director Robyn Sharp shares why endowed, discretionary planned gifts are the best way for donors to support the common good of the San Diego region forever.
