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.

Tax Benefits of Donor-Advised Funds

Because donor-advised funds are philanthropic giving vehicles administered by charitable sponsors, such as community foundations, they can benefit you for tax planning purposes.

Philanthropy Roundup: July 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.

What is a Donor-Advised Fund?

Administered by a charitable sponsors, donor advised funds are simple, tax-efficient vehicles to support your favorite nonprofit organizations or areas of interest.

Philanthropy Roundup: June 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.

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.
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