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.
How to Gift Public Stock
Category: Charitable Giving
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.
Jan. 2019 Roundup for Professional Advisors
In our roundup for professional advisors, we explore living trusts, IRS tax filing deadlines, unitrusts and IRA charitable solutions.
Q3 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 Q3 Investment Call, and access the presentation slides in this article.
5 Most Popular Blog Posts of 2018
With 2018 nearing its end, let’s check out some of your favorite blog posts from the last year.
Philanthropy Roundup: December 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.
Dec. 2018 Roundup for Professional Advisors
In our roundup for professional advisors, we explore living trusts, tips to protect your identity during the holidays, qualified charitable distributions and more.
#GivingTuesday Surpasses $1 Billion in Overall Giving
#GivingTuesday continued to grow in 2018, as individuals contributed a combined $380 million to nonprofit organizations – 27 percent more than last year’s giving total of $300 million.
