Tag: Charitable Giving/Philanthropy

Non-Profit Investing Essentials: Best Practices for Governance & Creating a Fiduciary Process

The job of a non-profit board can be demanding as board members are tasked with numerous responsibilities. They include, but are not limited, to the oversight of the organization’s financial sustainability, legal obligations, strategic initiatives, and fundraising, all in efforts to ultimately improve upon the organization’s mission and public standing. Therefore, for nonprofits with investible assets, the ongoing management and oversight of these assets is just one piece of a much larger puzzle. However, investing as a nonprofit comes with considerable fiduciary duties that must be adhered to.

By |2022-10-11T19:33:25+00:00October 11th, 2022|Blog, Investing, Non-Profit Organizations|Comments Off on Non-Profit Investing Essentials: Best Practices for Governance & Creating a Fiduciary Process

The Risk of Concentrated Stock vs. The Power of Diversification

"To the moon!” This has been the battle cry for speculative investors in recent years as they watched the vast array of cryptocurrency, meme stocks, and shares of fortune 500 companies continually push higher. However, in the frenzy to capitalize on the overly enthusiast market environment, many investors found themselves taking on increasing risk in one (or a handful) of individual stocks, coins, etc.

By |2022-08-10T15:16:16+00:00August 2nd, 2022|Blog, Investing|Comments Off on The Risk of Concentrated Stock vs. The Power of Diversification

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
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