The California Endowment’s Post

What are the top 5 policy areas impacting endowments and foundations? Read to learn more. https://hubs.ly/Q01VtDC70

What are the top 5 policy areas impacting endowments and foundations? Read to learn more. https://hubs.ly/Q01VtNjz0

Did you know that Utah ranks #1 for its credit rating and overall economy by sources such as US news (https://lnkd.in/gF2Uacvm), and that Utah is one of few states that has held the highest credit rating through its credit history?! As of May 1, 2024, Fitch and S&P Global Ratings has affirmed Utah's general obligation debt as outstanding, with a 'AAA' rating. This rating is a reflection of Utah’s strong governmental framework, our ability to maintain a balanced budget, our diverse economy with strong population growth, proactive budget management, strong reserves, and our low-to-moderate debt and retirement liability burden. Read more about it here: https://lnkd.in/g8Q8zJwr

Great visual and insight into using a #strategicplanning process uniquely designed for #highered that has been tested and refined by hundreds of partners campuses. It can be a game changer in these turbulent times! #enrollmentmanagement #enrollmentmarketing #higheredleadership

Election time is here, Texas, and it’s time to shine! Cast your vote for Proposition 5, and let’s fuel the future of education in the Lone Star State. Prop 5 creates the Texas University Fund, a much-needed $3.9 billion endowment to support Texas State University, Texas Tech University, the University of North Texas, and the University of Houston! The best part? It’s all coming from Texas’ historic budget surplus. That means no new taxes, just pure investment in our universities and their vital research. This is a game-changer and a once-in-a-lifetime chance to make The Great State of Texas even greater.

In honor of my upcoming "Leaving a Legacy" event for Junior League Of Washington, let's talk about YOUR legacy plans. How do you want to leave your mark on this world, and how will your wealth make that possible?

🌟🎢 Attention, Pioneers of Change and Lovers of Heritage! 📜🇺🇸 Dive into the heart of innovation with our Haunted Texas Theme Park & American History Preservation Project. We're on a mission to honor the spirit of Texas 🤠 - celebrating its rich tapestry, from the storied past to a future full of promise. And this is just the beginning; we plan to bring this celebration to every state across the nation! 🚀 📈💰 Economic enthusiasts, get ready! We're at the forefront of the most significant wealth transfer in history. This isn't just about making a fortune; it's about crafting legacies. But remember, it's the early thinkers who catch the wave 🌊 before the tide turns. 💌 You're officially invited to join our Medium Page, where we will chart the course of the Haunted Texas Theme Park & History Preservation Project. This isn't just another theme park - it's a movement. A movement that cherishes our collective memories and fuels our shared future. 🌐🚀 🤝💡 Join us as we explore opportunities, celebrate milestones, and brainstorm ideas that will bring our shared vision to life. If you're ignited by innovation, community, and the narratives that weave our nation's fabric, this platform is for you. 🔗 Stay in the loop and be part of the conversation. Let's connect and make history together: 🤲✨ Let's unite to safeguard America's legacy and ensure that no one misses out on the monumental wealth shift ahead. When we lift one another with knowledge, everyone succeeds! #HauntedTexas #HistoryPreservation #WealthTransfer #CommunityBuilding #InnovationNation #AmericanHeritage Join the journey. Save the stories. Shape the future. 🌱🏰

If you are considering paying for your child or grandchild’s college, state-sponsored 529 plans are a tax-efficient way to save for secondary education. But there are some nuances and rules you need to be aware of to maximize your money. In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Kevin Grogan, CFA, CFP® shares the basic guidelines and principles concerning these popular savings plans and answers commonly asked questions.

If you are considering paying for your child or grandchild’s college, state-sponsored 529 plans are a tax-efficient way to save for secondary education. But there are some nuances and rules you need to be aware of to maximize your money. In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Kevin Grogan, CFA, CFP® shares the basic guidelines and principles concerning these popular savings plans and answers commonly asked questions.

If you are considering paying for your child or grandchild’s college, state-sponsored 529 plans are a tax-efficient way to save for secondary education. But there are some nuances and rules you need to be aware of to maximize your money. In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Kevin Grogan, CFA, CFP® shares the basic guidelines and principles concerning these popular savings plans and answers commonly asked questions.