Insights

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

Market Commentary

Gift Annuity Survey Results

August 2017

Cornerstone Management is a Registered Investment Advisory firm located in Atlanta, Georgia. For more than 25 years we have provided a turnkey solution for the investment management and administration of planned gifts. We recently conducted an informal survey among our network of clients to see if charitable gift…

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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…

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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

Recent

Bryan C. Taylor attended

Christian Investment Summit

in The Cove, Asheville, NC

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