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®
Category: Philanthropy
On Watch – March 2015
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POSTED IN: Administration, Governance, On Watch, Philanthropy
TAGGED: Cyber Security, Donor Advised Funds, Next Gen
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
TAGGED: Aviation, Foundations, Style Box
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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POSTED IN: Administration, On Watch, Philanthropy
TAGGED: Charity Boards, Foundations, Identity
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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POSTED IN: Administration, Investments, On Watch, Philanthropy
TAGGED: Document Retention, Gifting