The University of Wisconsin Foundation, the private fundraising entity for the University of Wisconsin-Madison, is seeking an experienced technical SQL professional to join our Information Technology Department. Their focus will be on database and data warehouse development, query development and management reporting.
Regularly purchasing securities at their lowest value and selling them at their highest value is about as likely as winning the lottery. But there is a charitable way to time the market—not in the sense of attempting to predict market price movements but rather by making timely adjustments to a trust portfolio without the constraints imposed by taxation of gain.
In life, as in sports, we sometimes make calls that turn out badly. However, in planning your charitable gifts there are certain decisions that will almost always be the right call.
A life insurance policy can be a great way to ensure a future gift—perhaps for a named endowed fund—without affecting your current lifestyle.
If a spike in income is resulting from a sale of real estate or stock, consider a charitable strategy that would keep your adjusted gross income below the threshold levels—and thus prevent the surtax on the capital gain from the sale and on the dividends from your other stock investments.