October 2018 Roundup for Professional Advisors

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.

Strengthening Community Together

At our 2018 Annual Meeting, more than 250 philanthropists and community partners celebrated the longstanding impact philanthropy continues to have in San Diego.

Philanthropy Roundup: September 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.

September 2018 Roundup for Professional Advisors

In our roundup for professional advisors, we explore types of property ownership, differences between supporting organizations and private foundations, tax status of donations to crowdfunding and more.

Q2 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 Q2 Investment Call, and access the presentation slides in this article.

Philanthropy Roundup: August 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.

Aug. 2018 Roundup for Professional Advisors

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.
Showing: 1–10 of 151