PPT-2012 Charitable Fund Drive

State of Oregon Employees Charitable Fund Drive A stateapproved program that provides employees with a simple easy way to support nonprofit organizations around the state You choose where to direct your gifts from among 850 choices. Investment Strategy This Fund invests principally in incomeproducing 64258oatingrate loans and 64258oatingrate debt securities Under normal circumstances this Fund generally invests at least 80 of its assets in 64258oatingrate loans and 64258oatingr The fund will invest no more than 60 of its value in company shares Launch date A Acc 03 February 2003 I Acc 23 July 2012 IMA sector IMA Mixed Investment 2060 Shares Fund size 57507184bn Yields Historical A Inc 31 I Inc 32 Ratings Morningstar 33 Charitable giving is top of mind to clients at this time of year because they are often solicited by non profits for year end contributions are in a generous spirit during the holidays and reflect upon their own good fortune and often realize that t The fund will invest no more than 60 of its value in company shares Launch date A Acc 03 February 2003 I Acc 23 July 2012 IMA sector IMA Mixed Investment 2060 Shares Fund size 206bn Yields Historical I Inc 31 A Inc 30 Ratings Morningstar 3333 Ty 2 Fund launch date January 1994 NAV price 60 MidPrice 54 Discount to NAV 1040 Listing London SE Min Investment NA Min Subsequent Inv NA Management Charges Annual 08 Performance Fee Year end 30th September ISIN GB0032273343 Bloomberg Code BEE LN Lipp Contributions. VOCAB. Charitable Giving . – the act of giving to charitable organizations or those in need. Costs/Benefits Analysis . – a tool used to choose among alternatives involving weighing the costs of a product or service against the benefit it will provide. Susannah Weis Frigon, CFP. . Vice President, Investor Relations. Why Endowments? . From Your Perspective. Perpetual support of mission and vision. Reliable, quantifiable income stream. Ability to handle planned gifts. Carmen . Arguello. LEDS-GP. Punta Cana, DR. 14-16 October 2015. NAME. GREEN CLIMATE FUND. TYPE. Financial Mechanism. of the Convention - UNFCCC. ESTABLISHED. 11 December 2010 in Cancun, Mexico. STAKEHOLDERS. We offer our clients diversified, affordable and liquid exposure to the most profitable and disciplined professional cryptocurrency managers and their strategies. Maximize your profits from cryptocurrency while also managing risk. https://www.bitbullcapital.com/ A . WomenGive. . inFaith. Charitable Giving Seminar . Educate. Advocate. Activate.. 2108826-050218. Why Women? Why Now?. 50. % of . U.S. wealth is held by women & grows by 10-20. % . over the next 30. March 2, 2017. What are Donor Advised Funds?. . Donor advised funds are set up at a public charity 501(c)(3) on behalf of organizations, families, or individuals. . Donors open a fund and deposit cash, securities, or other assets, receiving the maximum allowed charitable tax deduction in the year they make the gift. . Leveraging . Your . Client’s Philanthropic . Impact Through Asset-Based . Charitable Gifting Strategies. Sioux Falls Estate Planning Council. November 12, 2015. Presented by. Michael J. Occhipinti, MBT. ™ 2 InFaith Community Foundation is a national charity with a mission to serve donors, spread joy and change lives GIVING SOLUTIONS TAILORED TO YOUR NEEDSAt InFaith Community Foundation, we’ !. Charitable Planning. August 5, 2021. Laura T. Godine. Director of Wealth Planning. Eaton Vance WaterOak Advisors. This material should not be considered legal or . tax . advice from the presenter or her employer, Eaton Vance .