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How to Donate Stock to a Nonprofit
Donating appreciated securities can be one of the most tax-efficient ways to support a charitable organization. Yet while this type of giving can offer meaningful benefits to both donors and nonprofits, it can also create avoidable confusion when the process…
Charitable Remainder Trusts: What Donors Need to Know
For many generous donors, giving is about more than a one-time contribution. It’s about creating a legacy that lasts, a way to steward God’s resources and support ministries for generations to come. A charitable remainder trust (CRT) offers a one-of-a-kind…
OCIO vs. Consultant
In today’s complex investment landscape, organizations face the decision of how to structure their investment strategies effectively. Two popular approaches have emerged for institutional investors: the Outsourced Chief Investment Officer (OCIO) model and the traditional investment consultant model. Each offers…
Cornerstone 4th Quarter 2025 Commentary
A Tale of Two Markets “This is the century of Fear.” – Albert Camus “Two roads diverged in a yellow wood, and I took the one less traveled by and that has made all the difference.” – Robert Frost “Every…
Funding a Charitable Gift Annuity from an IRA
Donors have been asking for years if a charitable gift annuity can be funded from an Individual Retirement Account (IRA). Until Congress passed the SECURE Act 2.0 of 2022, the donor would have to take an IRA distribution, pay the…
Authorized Signer Update for Organizational Clients
Authorized signers on an organizational brokerage account play a critical governance and security role. These individuals are permitted to act on behalf of the organization for account-related activities such as money movements and administrative requests. Keeping this list accurate is…
How to Set Up an Endowment Fund for a Nonprofit
Endowment funds for nonprofits are a vital tool for long-term stability and mission growth. By creating an endowment for a nonprofit, organizations can ensure that resources are available not only today but also for generations to come. Establishing an endowment…
Different Types of Planned Gifts
Planned gifts (also known as Legacy gifts) are charitable gifts made today for a future benefit to the charity. Examples of planned gifts are charitable gift annuities, charitable remainder trusts, and bequests in a will. Some of the planned gifts…
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Cornerstone 1st Quarter 2026 Commentary
The Vagaries of War “There’s no honorable way to kill, no gentle way to destroy. There is nothing good in war. Except its ending.” ~ Abraham Lincoln “Terrorism is the war of the poor, and war is the terrorism of…