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What is a Donor Advised Fund?
Introduction to Donor Advised Funds Donor advised funds (DAFs) are a rapidly-growing giving tool: DAF assets nearly doubled from 2015 to 2019. They provide flexibility in the timing of the charitable deduction, the timing of the ultimate charitable gift, and…
How to Grow Your Charitable Gift Annuity Program
Has your charity’s gift annuity program gone stale? When was your last charitable gift annuity (CGA) written? In the current economic environment, some charities are busier than ever writing new gift annuities. The donors are excited about gifting funds to…
1Q 2021 Cornerstone Commentary
There have been three great inventions since the beginning of time: fire, the wheel, and central banking. -Will Rogers The first quarter of 2021 witnessed a dramatic extension of the 2020 global equity rally. Led by smaller capitalization equities, virtually…
Is GameStop a Game Changer?
The recent move in GameStop has raised eyebrows and set the social media world on fire. Like most fires, once the wind begins fanning the flames, the fire spreads and others begin to take notice! In today’s hyperconnected world, those…
4Q 2020 Cornerstone Commentary
We should never despair, our situation before has been unpromising and has changed for the better, so I trust, it will again. If new difficulties arise, we must only put forth new exertions and proportion our efforts to the exigency…
3Q 2020 Cornerstone Commentary
The rally continues! The market continued to rally throughout the third quarter of 2020. Despite a pullback in mid-September, the broader equity market rallied more than 8% during the quarter.
Testamentary Charitable Gift Annuities
Why would a donor want to create a testamentary charitable gift annuity (CGA)? In the past the reasons to create a testamentary CGA were simple – provide for someone like a caregiver with guaranteed retirement income, assist a child or…
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2Q 2021 Cornerstone Commentary
Market risk tends to be poorly rewarded when market valuations are rich and interest rates are rising.” -John P. Hussman, Ph. D. Relative to Q1 of 2021, Q2 was decidedly anticlimactic! However, the positive news for investors was that the…