Finance

Donor Advised Funds Soared at 2012’s Close

Publication date: 
01/2013

Amidst all the uncertainty around the fate of the charitable deduction, marginal tax rates, and capital gains taxes, something happened with the major national donor-advised fund (DAF) managers. Schwab Charitable, for example, reported a tripling of contributions and a doubling of new donor-advised fund accounts in the fourth quarter of 2012 compared to the same period of 2011. Distributions from the new accounts weren’t quite as robust, but still surpassed the fourth quarter in 2011 by 70 percent. Schwab Charitable President Kim Laughton added that the new accounts created in 2012 would probably lead to a higher level of distributions in 2013.

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Investment Strategies for Small Foundations

Publication date: 
11/2009

This in-depth session for foundations with few or no staff explored the many opportunities and challenges that small foundations face in today’s new world. Learn the latest thinking on foundation investment strategies. Presenter: Jay Morgan, director of investment manager research, Hartland & Company Investment Consultants.

Questions to Ask Your Investment Manager

Publication date: 
01/2009

This PowerPoint, by Jay Morgan, director of investment manager research, Hartland & Company Investment Consultants, shows a framework foundation boards and investment committees can use to assess asset allocation strategies; and provide a practical set of tools for assessing investment managers.

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Using Your 990 to Communicate Effectively

Publication date: 
12/2006

990 forms are now the most commonly used data source about nonprofits, according to the Urban Institute, but they are a poor choice for this task. The forms were not designed for broad public consumption, but to help regulators ensure that organizations remain true to their charitable purposes. Still, when your foundation prepares its next 990-PF or 990, there are many steps you can take to enhance the form’s communications value.

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