Insights

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

Planned Giving

Top 10 Oversights with Charitable Gift Annuities by Andrea Preissler

December 2017

Everyone loves top ten lists. David Letterman perfected the use of the top ten list in his late night shows. Below is a list of the top ten oversights we have seen with charitable gift annuities. Hopefully your organization has never been a participant in anything on this top ten…

Read More
Market Commentary

3Q 2017 Market & Economic Commentary

October 2017

While news about Hurricanes Harvey and Irma dominated the headlines during the latter part of the 3rd quarter, markets continued their steady march toward new highs. Despite the significant disruption to the Gulf Coast economy brought about by two substantial storms, U.S. economic growth remained robust. It is significant to…

Read More

Archive

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

Upcoming

Bryan C. Taylor
is speaking at

CCCU International Forum

in Dallas, TX

Learn More
Upcoming

Karen Sillay will attend

CCCU International Forum

in Dallas, TX

Learn More
Upcoming

Bryan C. Taylor
is speaking at

Lifestyle Giving Training Event

in Atlanta, GA

Upcoming

Winters Richwine
is speaking at

Lifestyle Giving Training Event

in Atlanta, GA