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.
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Top 5 Reasons to Partner with a Community Foundation
Here are five unique benefits of working with a community foundation to reach your charitable giving goals.
See the Five Benefits
Investing in the Legacy of the Saint Paul Public Library
Learn how one couple’s gift of real estate will support young library patrons for future generations.
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Is a Life Income Gift Right for Your Client?
Six questions to ask when helping your client choose a charitable gift annuity or charitable remainder trust.
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Donor Advised Funds 101 - An Introduction to DAFs
Here are answers to your common questions about donor advised funds, a popular approach to charitable giving.
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Benefits of Donating a Business or Donating Private Stock
Considering a business transition? Here’s why you should consider making charitable giving part of any business exit plan.
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Non-cash Assets: Why You Should Talk to Your Clients about Giving Options
Donating a non-cash asset is often more financially beneficial to both your client and the nonprofit they support. The tax benefits can be higher and the non-cash assets are often more valuable.
Find out how
How to Turn a Successful Year into Giving
Learn how stock options, executive pay and other compensation could be part of your giving plan.
View the guide
Charitable Giving Trends We Anticipate for 2024
Senior Vice President of Philanthropic Services Jeremy Wells shares current charitable giving trends.
See the trends