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.
Philanthropy Roundup: March 2018
Category: Donor Education
Diving into Investment Strategy Amid Market Volatility
Chief Investment Officer Matt Fettig shares why it's important to provide philanthropists with continuous support and education regarding their charitable dollars as the market continues to shift.
Are You Making the Most of Your Estate Plan?
Director of Planned Giving Robyn Sharp shares why it's important to have a plan for transferring assets out of your ownership after your death regardless of the size of your estate.
Philanthropy Roundup: February 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.
Philanthropy Roundup: January 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.
Why Setup a Nonprofit Agency Fund?
Learn about the importance of nonprofit agency funds at The San Diego Foundation and how they provide long-term support for local organizations.
Philanthropy Roundup: December 2017
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.
Q3 2017 Investment Update & Trends
CIO Matt Fettig provides insight into the state of the market and current investment performance. View a recording of our 2017 Q3 Investment Call, and access the presentation slides in this article.
Why Gifting Stock is Right for You
Charitable Gifts Director Leslie Klein, CFP shares how gifting stocks, bonds or mutual funds can help philanthropists grant more money to the nonprofit community while receiving optimal tax advantages in the process.
Philanthropy Roundup: November 2017
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.
