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.

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.

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.

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.
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