Planned Giving Techniques

May 2021

“The Current State of Philanthropy” is a three part series by guest speaker Michele A. W. McKinnon of McGuireWoods.

In part three of the series, “Planned Giving Techniques”, Michele discusses some attractive strategies for giving in the current environment.

WATCH THE VIDEO


Recent Tax Law Changes Affecting Charitable Giving

May 2021

“The Current State of Philanthropy” is a three part series by guest speaker Michele A. W. McKinnon of McGuireWoods.

In part two of the series, “Recent Tax Law Changes Affecting Charitable Giving”, Michele discusses recent changes to tax law and the consequences for charitable giving.

WATCH THE VIDEO


Charitable Giving in the US & Donor Motivation

May 2021

“The Current State of Philanthropy” is a three part series by guest speaker Michele A. W. McKinnon of McGuireWoods.

In part one of the series, “Charitable Giving in the US & Donor Motivation”, Michele dives into the current state of giving in the United States and what motivates donors to give.

WATCH THE VIDEO


Nonprofit Governance: Getting to Great

April 2021

As a follow up to a webinar in January we hosted titled “Thriving Nonprofit Boards”, Katherine Whitney of Warren Whitney put together a related report titled “Nonprofit Governance: Getting to Great”. This piece has tips on improving your nonprofit board and includes a self-evaluation checklist.

READ MORE


Media Replay with John Diehl of Hartford Funds

February 17, 2021

As a part of Davenport Asset Management’s Virtual Investor Summit Series, John Diehl of Hartford Funds recently spoke over Zoom to discuss “How to Help Clients Make Rational Decisions When it Feels Like the World is Falling Apart”.

WATCH THE VIDEO


Strategic Asset Allocation Committee Report

Spring 2021

The Spring 2021 Report from our Strategic Asset Allocation Committee is now available. Read on for the Committee’s thoughts on the market and recommended asset classes.

READ MORE


Thoughts as Markets March Higher

February 16, 2021

GameStop, Reddit rebels, short squeezes, SPACs, Bitcoin, Tesla… there’s certainly no shortage of action in the market. However, there may be reason for pause as risk taking continues to find new frontiers. Read on for an analysis from George Smith, Chairman of the Investment Policy Committee (IPC).

READ MORE


Thriving Nonprofit Boards

January 2021

As a part of Davenport Asset Management’s Virtual Investor Summit Series, Katherine Whitney of Warren Whitney and David Charlton, Ed.D of the Church Schools in the Diocese of Virginia recently spoke over Zoom to address the question “How do you know your nonprofit board is good?”.

WATCH THE VIDEO


Disclosure: The information contained herein has been compiled from sources believed to be reliable; however, there is no guarantee of its accuracy or completeness. The Russell 2000 Index measures the performance of the 2000 smallest companies in the Russell 3000 Index, which represents approximately 8% of the total market. The S&P 500 Index is comprised of 500 U.S. stocks and is an indicator of the performance of the overall U.S. stock market. An investor cannot invest in an index and index returns are not indicative of the performance of any specific investment. Past performance is not indicative of future results.