Insights

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

Market Commentary

Cornerstone 2nd Quarter 2018 Commentary

by Bryan Taylor

July 2018

Volatility continued to be a significant factor in the second quarter of 2018. Surprisingly, REIT’s rallied strongly and along with small cap domestic stocks led the way as we reached the half-way mark of 2018. The rally in REIT’s is of particular note because of the continued upward trend in…

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Planned Giving

Benefits and Care of Flexible Deferred Charitable Gift Annuities

by Andrea Preissler

July 2018

"Do something today that your future self will thank you for." Sean Patrick Flanery Everyone likes flexibility when it comes to financial planning for the future. Charitable gift annuities allow donors to make a gift to a charity, receive an income tax deduction, and receive income for their lifetime. The flexible deferred…

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Archive

ACGA Increases New Contract Payout Rates Starting July 1, 2018 May 2018
Endowments: Multiplying Gifts May 2018
1Q 2018 Market & Economic Commentary April 2018
4Q 2017 Market & Economic Commentary January 2018
Top 10 Oversights with Charitable Gift Annuities by Andrea Preissler December 2017
3Q 2017 Market & Economic Commentary October 2017
Gift Annuity Survey Results August 2017
State Regulations for Soliciting and Issuing Gift Annuities by Andrea Preissler June 2017
The Palantir - Vol 4 Issue 2 November 2016
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

Recent

Bryan C. Taylor spoke at

CIF Summit

in Asheville, NC

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Recent

Chad Crawford attended

CIF Summit

in Asheville, NC

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Recent

Karen Sillay attended

CIF Summit

in Asheville, NC

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Recent

Bryan C. Taylor spoke at

Crescendo Planned Giving Conference

in Orlando, FL

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