Deferred Compensation News and Updates

Deferred Compensation News brings you the latest information and insights on 409A nonqualified deferred compensation; institutional COLI, BOLI, and ICOLI; tax-and cost-efficient non-COLI funding strategies; low-cost tax managed non-COLI asset/liability designs; executive benefits benchmarking; succession planning and timely issues of executive pay and benefits. Click here to read all recent articles related to the impact of the COVID-19 Pandemic.
Featured image for “Fulcrum Partners Reminds Taxpayers about Charitable Donations in 2021”
December 21, 2021

Fulcrum Partners Reminds Taxpayers about Charitable Donations in 2021

Philanthropy

ATLANTA, GA — (December 21, 2021) Fulcrum Partners, a OneDigital Company, reminds U.S. federal taxpayers that the temporary tax break for charitable donations to qualified organizations continues through December 31, 2021, even for taxpayers who do not itemize their deductions. This special ruling, currently scheduled to expire on January 1, 2022, was put in place as part of the CARES Act of March 2020. Last December lawmakers extended the deduction through 2021. “For many companies, families and individuals, end-of-year charitable giving is as much a part of the holiday season as hanging stockings or decorating a tree,” said Fulcrum Partners Managing Director Mike Powers. “But our team wanted to remind taxpayers that with this provision of the CARES Act likely ending this month, they may want to ensure that their seasonal charitable donations are counted before the year ends.” With a commitment to “Leadership through Service,” the team at Fulcrum Partners supports select charitable organizations, locally and worldwide. Among the organizations to receive charitable donations from Fulcrum Partners are Cristo Rey Network New York High School, Daniel Kids, Delray Beach Public Library, World Bicycle Relief, Boys and Girls Club of Bluffton, Arise Rwanda Ministries, Hugaroo, Chapman University, Junior Achievement Orange
Read More
Featured image for “Today is GivingTuesday! 20 Charities You Can Help”
December 01, 2020

Today is GivingTuesday! 20 Charities You Can Help

Philanthropy

Fulcrum Partners is proud to be part of GivingTuesday 2020, a global movement of generosity. Your support of others in need could be a critical difference maker in someone’s life. We can’t all devote our lives to charitable service, but we can certainly show our support to those who do by providing the funding that makes valued organizations run. This year we’ve identified 20 charities that have spoken to our lives and our hearts through the beneficial impact they make. We are asking, inviting, encouraging and nudging you to step up and make a gift. As Fulcrum Partners Managing Director & Partner Bruce Brownell shared, “Instead of people feeling frustrated or helpless to change situations they see around them, generosity positions the giver to be part of a movement that genuinely effects beneficial change. When has it ever been more important than it is now to extend a helping hand to lift up someone in need?” Join the Team at Fulcrum Partners in Supporting these 20 Organizations Click on any of the links below to go directly to the donation page for the charity. Daniel Kids (www.danielkids.org/donate/give-now) Luis Palau Association (luispalauassociation.givingfuel.com/give) The Jobs Partnership of Florida (www.jobspartnership.org/donate-form) World Bicycle Relief
Read More
Featured image for “Fulcrum Partners Launches Second GivingTuesday Campaign”
November 24, 2020

Fulcrum Partners Launches Second GivingTuesday Campaign

Philanthropy

Fulcrum Partners executive benefits advisory will participate for the second consecutive year in GivingTuesday, a global generosity movement. Since 2012, GivingTuesday has raised billions of dollars for critical causes and receives over 21 billion impressions on social media. Fulcrum Partners encourages everyone to participate by sharing their time, talents or abundance to help others less fortunate. Scheduled each year for the first Tuesday after Thanksgiving, this year, GivingTuesday falls on December 1, 2020.
Read More
Featured image for “It’s Giving Tuesday Now, in Response to COVID-19”
May 05, 2020

It’s Giving Tuesday Now, in Response to COVID-19

Philanthropy

GivingTuesday has announced a day of global action for giving and unity in response to COVID-19. In addition to the Giving Tuesday event, which is an annual day for global generosity held on the first Tuesday following Thanksgiving, the nonprofit, charitable initiative is launching an additional event for 2020. May 5, 2020 has been designated as Giving Tuesday Now. (#GivingTuesdayNow). 
Read More
Featured image for “Supporting the Delray Beach Public Library, a Unique Public Private Partnership”
April 10, 2020

Supporting the Delray Beach Public Library, a Unique Public Private Partnership

Philanthropy

Kristine Kopsiaftis Lampert, a Fulcrum Partners Managing Director, is actively involved in community initiatives and charitable causes. A Trustee on the Delray Beach Public Library Board of Directors, Kristine lent her support to the February 7, 2020, Laugh with the Library fundraiser.
Read More
Featured image for “The Catalytic Power Of Generosity”
December 27, 2019

The Catalytic Power Of Generosity

Philanthropy

What better time than now, as we wrap up a month of holiday celebrations, gift giving, generosity, and self-indulgences, to also remember the magic of selfless generosity? This year, for the first time, Fulcrum Partners was privileged to participate in the GivingTuesday massive global movement of generosity.
Read More
Featured image for “Fulcrum Partners Supports Operation Underground Railroad Through the Work of Managing Director Monte Harrick”
December 18, 2019

Fulcrum Partners Supports Operation Underground Railroad Through the Work of Managing Director Monte Harrick

Philanthropy

At this time of year, with much attention focused on creating magical Christmas experiences for children,  Fulcrum Partners Managing Director Monte Harrick is drawing attention instead to the millions of children around the world who are victims of human trafficking.
Read More
Featured image for “Today is #GivingTuesday”
December 03, 2019

Today is #GivingTuesday

Philanthropy

Today is #GivingTuesday!
Read More
Featured image for “Happy Thanksgiving and Remember GivingTuesday, December 3”
November 28, 2019

Happy Thanksgiving and Remember GivingTuesday, December 3

Philanthropy

The executive benefits professionals at Fulcrum Partners wish you a blessed and joyful Thanksgiving holiday. We hope your day is filled with people you love and countless reasons to give thanks.
Read More
Featured image for “Fulcrum Partners Launches Its First #GivingTuesday Campaign”
November 26, 2019

Fulcrum Partners Launches Its First #GivingTuesday Campaign

Philanthropy

Scheduled for December 3, 2019, the GivingTuesday movement is built on the principle of charitably sharing time, talents or abundance with others. As first-time participants in the event, Fulcrum Partners is inviting others to join them in making charitable donations to one or more of the nine 501(c)(3) nonprofit organizations listed in this announcement or to give to any of the thousands of other nonprofits that are registered participants in GivingTuesday.
Read More