Our “Philanthropy Roundup” posts highlight stories at the local and national level that are valuable will keep you up to date in the world of philanthropy.
Philanthropy Roundup: March 2019
Category: Charitable Giving
Mar. 2019 Roundup for Professional Advisors
In our roundup for professional advisors, we explore gifts with life income, a gift of a remainder interest in a personal residence, gifts of real estate and more.
Why You Should Consider Gifting Life Insurance
Learn how gifting a life insurance policy allows you to make a significant legacy gift to the nonprofit community with tax benefits that you can enjoy during your lifetime.
Why The Foundation Prioritizes Long-Term Investment Strategies
Our annual Investment Summit serves as an opportunity to provide donors with continuous support and education regarding their charitable giving as the market continues to shift.
Feb. 2019 Roundup for Professional Advisors
In our roundup for professional advisors, we explore irrevocable life insurance trusts, a gift of a remainder interest in a personal residence, gifts of real estate and more.
Philanthropy Roundup: February 2019
Our “Philanthropy Roundup” posts highlight stories at the local and national level that are valuable will keep you up to date in the world of philanthropy.
How to Gift Public Stock
Donating stock allows you to make a larger philanthropic impact and enjoy greater tax advantages than donating cash or the proceeds from a selling a stock.
Jim Wermers Leads Philanthropic Movement to Enhance Borrego Springs
Learn how Foundation donor Jim Wermers and his neighbors are leading a community-driven, philanthropic movement to revitalize Borrego Springs.
Philanthropy Roundup: January 2019
Our “Philanthropy Roundup” posts highlight stories at the local and national level that are valuable will keep you up to date in the world of philanthropy.
Private Foundation or Family Foundation? How to Simplify Your Family Giving in 2019
Development & Stewardship Director Cami Mattson shares how donor-advised funds provide the same benefits as private foundations without the headaches.
