Tag: Foundations

On Watch – September 2018

The latest edition of On Watch is now available for download. This issue features articles about blockchain technology, the role of a foundation trustee, and IRS guidance regarding miscellaneous itemized deductions. Contributors to this issue are Catherine Lee Clarke, CFA, David L. Zahn, CPA, CFP(R), and Leslie Kiefer Amann, JD. To receive email alerts about future issues…

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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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POSTED IN: Administration, On Watch, Philanthropy

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