Investment Update
our current strategies for managing our investment portfolio
None of us are immune to what’s happening in the markets.
We tapped Alex Rotenberger, Investment Analyst, to answer your questions about our current strategies for managing our investment portfolio. Watch the video above to learn how we’re responding to changes in the market.
More Stories
How to Help Your Clients Choose a Donor Advised Fund Provider
See what five factors to consider when helping your clients choose a DAF provider and how provider services compare.
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A Family Tradition of Giving Back
Learn how fundholder Sarah Lang and her sons are continuing to follow in her family’s footsteps of charitable giving.
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Net Unrealized Appreciation: An Underused Tax Strategy for Reducing Employer Stock Taxes
Help your clients retire smarter by leveraging their net unrealized appreciation with their donor advised fund.
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Philanthropic Power: Couple’s Fund Drives Change in Youth and Housing Sectors
Learn how Curt & Timm are using their donor advised fund to support youth and family causes.
Read their story
Five Tips to Prepare Your Clients for End-of-year Giving
We’re here to help you and your client meet your year-end goals.
See the tips
Important Year-End Giving Dates for Donors
As you make plans for your 2024 year-end fund contributions and grant recommendations, please keep in mind these important dates.
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Can a Donor Advised Fund Simplify Estate Administration?
Here are four ways DAFs can streamline estate planning for financial advisors.
Read The Four Benefits
Minnesota Couple’s Donor Advised Fund Cultivates a Brighter Future
Learn how Scott and Holly are transforming lives and landscapes with their charitable giving.
Watch the video