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An important consideration when choosing a new planned giving provider is the transition process. The transition must be timely and accurate, while maintaining the promises that charities make to donors.
2025 PSCA Conference: Essential Insights for Plan Sponsors
Stay informed on strategies for plan sponsors in financial wellness, investment and public policy while ensuring compliance with evolving regulations.
Planned Giving Flash Update
Review updates for Qualified Charitable Distributions (QCD) to create Charitable Gift Annuities (CGA) & Charitable Remainder Trusts (CRT) & benefits of CGA rates.
Pension Market Review – First Quarter 2025
PNC Institutional Asset Management provides pension market insights and summaries for the first quarter of 2025.
Evaluating Charitable Giving Annuity (CGA) Program Success
Understanding the many intertwined factors contributing to a program’s performance can help measure its effectiveness.
Healthcare Investment Management: Strategies for 2025
Prepare for the future of healthcare investment management. Learn how to navigate challenges and leverage opportunities in the healthcare sector.