Tag: Charitable Giving/Philanthropy

A Guide to Investing for Non-Profit Organizations

For a non-profit board or investment committee of a nonprofit, creating a sound investment policy and managing an investment portfolio with a fiduciary responsibility is complex and time consuming. Without the proper attention or expertise, a 501 [...]

By |2021-12-06T21:38:19+00:00August 26th, 2021|Blog|Comments Off on A Guide to Investing for Non-Profit Organizations

Non-Profits: Planned Giving Strategies for Donors

The outbreak of COVID-19 had a devastating impact across the world in 2020, but perhaps the impact has been felt the most by nonprofits and charitable organizations. Due to the stay-at-home restrictions and resulting economic consequences, [...]

By |2021-04-29T14:21:14+00:00April 28th, 2021|Blog|Comments Off on Non-Profits: Planned Giving Strategies for Donors

Qualified Charitable Distributions

The Tax Cut and Jobs Act of 2017 fundamentally changed the landscape of tax efficient charitable giving for investors and retirees. With the elimination of many miscellaneous itemized deductions, the implementation of a cap on state [...]

By |2020-06-12T14:53:42+00:00June 12th, 2020|Blog|Comments Off on Qualified Charitable Distributions

Guide to Giving: When to Give

You have reached a point in your life where philanthropy is important to you. Financial success has been achieved and you now want to give back. You may not be sure, however, how much [...]

By |2019-05-21T19:00:48+00:00December 18th, 2018|Blog|Comments Off on Guide to Giving: When to Give

Guide to Giving: What to Give

This is the second article in a Guide to Giving blog series by contributing editor Richard B. Freeman. Richard is a Senior Director, Wealth Advisor at Round Table Wealth Management and a member of [...]

By |2021-08-19T21:10:45+00:00October 16th, 2018|Blog|Comments Off on Guide to Giving: What to Give

Guide to Giving: Ways to Give

This is the first article in a Guide to Giving blog series by contributing editor Richard B. Freeman. Richard is a Senior Director, Wealth Advisor at Round Table Wealth Management and a member of [...]

By |2019-05-21T18:42:47+00:00October 16th, 2018|Blog|Comments Off on Guide to Giving: Ways to Give