Philanthropic Advice
Investing for nonprofits.
KeyBank has more than 150 years of philanthropic investment management experience, managing assets and gifts for the nonprofit community, and helping to streamline processes and enhance security.
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2023 Charitable Giving Strategies – Understanding Your Donor’s Intent and Philanthropic Strategy
For the mass affluent or even the average donor, one of the most meaningful aspects of accumulating wealth is the ability to give back in significant, influential ways.
The Biggest Incentive for Charitable Gift Annuities Ever
The updated SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement Act) provides great motivation to think about IRAs and charitable contributions. Part of the new development is the expansion of the type of charity that is eligible for a qualified charitable deduction (QCD).
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