Insights

Insights features a collection of articles written by Cornerstone team members on selected relevant topics.

Reflections

State Regulations for Soliciting and Issuing Gift Annuities by Andrea Preissler

June 2017

Reviewing your gift annuity program periodically to ensure that your organization is compliant with state registration regulations is essential. Many organizations believe they are registered to issue gift annuities in a state because the organization is registered to solicit charitable donations in that state. However, the statutes for the issuance…

Read More
Market Commentary

The Palantir - Vol 4 Issue 2

Brexit Redux: The Dark Horse by Bryan C. Taylor, CFA

November 2016

In many ways the election of Donald Trump as the 45th President of the United States of America parallels the historic British vote to leave the European Union.  Perhaps the most striking example of the parallel nature of these two events is the failure of modern pollsters to accurately…

Read More

Archive

The Palantir - Vol 4 Issue 1 June 2016
Highlights from the ACGA Conference by Andrea Preissler May 2016
The Most Adaptable of Gifts August 2015
Funding a Charitable Remainder Trust with Real Estate August 2015
The Palantir - Vol 3 Issue 3 March 2015
The Palantir - Vol 3 Issue 2 January 2015
The Palantir - Vol 3 Issue 1 January 2015
The Wise Overseer by Bryan C. Taylor, CFA June 2014
The Palantir - Vol 2 Issue 1 February 2014
The Palantir - Vol 1 Issue 4 October 2013
The Palantir - Vol 1 Issue 3 September 2013
The Palantir - Vol 1 Issue 2 July 2013
The Palantir - Vol 1 Issue 1 July 2013
An Absence of Shalom by Bryan C. Taylor, CFA December 2012
Investment Paralysis September 2012
The Kings heart is in the hand of the Lord, like the rivers of water; He turns it wherever he wishes. November 2011

Appearances

Upcoming

Bryan C. Taylor will attend

Christian Investment Summit

in The Cove, Ashville, NC

Learn More