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: Donor Education
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.
Exploring Charitable Strategies with San Diego Estate Planners
Learn why it’s important for estate planners to understand the Uniform Prudent Management of Institutional Funds Act (UPMIFA) when planning and administering charitable trusts.
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.
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.
Mitigating the Environmental Impact at the Tule Wind Farm
Mitigation & Nonprofit Funds Manager Candace Wo shares how The Foundation's partnership with San Diego Habitat Conservancy provides environmental protection for the Tule Wind Farm project.
