Category: Philanthropy

On Watch – March 2015

In this issue:
“Foundation or Donor Advised Fund” by Angela Caraway, JD, CTFA, and Ross W. Nager, CPA
“Protecting Yourself Online” by Andrew B. Smith, JD
“Teaching My Children About Money” by Lissa Gangjee, JD, CFP®

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POSTED IN: Administration, Governance, On Watch, Philanthropy

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On Watch – November 2012

In this issue:
“Private Flight Options” by William R. Berger, CFA, CPA, and Lissa Gangjee, JD, CFP®
“Engaging the Next Generation in Your Family Foundation” by Lissa Gangjee, JD, CFP®
“International Micro-Cap Value Stocks: Tiny Niche or Something More?” by Bruce L. Swanson, PhD

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POSTED IN: Administration, Investments, On Watch, Philanthropy

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On Watch – August 2012

In this issue:
“Priming a Private Family Foundation for Long-Term, Multi-Generational Success” by Lissa Gangjee, JD, CFP®
“So You’ve Been Asked to Serve on a Charity Board” by D. Fort Flowers, Jr., CFA
“What to Do if You Are an Identity-Theft Victim” by Anthony J. DeToto

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On Watch – November 2011

In this issue:
“Have I Got a Great (Direct) Deal for You!” by D. Fort Flowers, Jr., CFA
“Should You Make Gifts?” by Ross W. Nager, CPA
“What Are The Important Papers?” by Leslie Kiefer Amann, JD

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