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. 
Featured image for “Today is GivingTuesday! 20 Charities You Can Help”
December 01, 2020

Today is GivingTuesday! 20 Charities You Can Help

#GivingTuesday

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
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November 24, 2020

Fulcrum Partners Launches Second GivingTuesday Campaign

#GivingTuesday

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.
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May 05, 2020

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

#GivingTuesday

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). 
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December 27, 2019

The Catalytic Power Of Generosity

#GivingTuesday

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.
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December 03, 2019

Today is #GivingTuesday

#GivingTuesday

Today is #GivingTuesday!
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November 28, 2019

Happy Thanksgiving and Remember GivingTuesday, December 3

#GivingTuesday

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.
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November 26, 2019

Fulcrum Partners Launches Its First #GivingTuesday Campaign

#GivingTuesday

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.
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November 22, 2019

Raising Awareness about GivingTuesday

#GivingTuesday

On Tuesday, 11/26/2019, we’ll share links to the direct donation webpages for the 8 organizations we have chosen to support on GivingTuesday.
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November 27, 2018

Saluting The Valmark Global Gift Fund #GivingTuesday

#GivingTuesday

With the excess and abundance of Black Friday and Cyber Monday behind us, we all have an opportunity to refocus, thinking less about ourselves and more about others. Giving Tuesday (#GivingTuesday) is a global giving movement, now in its seventh year. Fueled by social media, collaboration and the innate generosity of the human spirit, the initiative brings diverse groups of people, communities, and organizations together for the united purpose of celebrating and encouraging generosity. Valmark Global Gift Fund Today, on Giving Tuesday, we salute the generosity and social responsibility demonstrated by the Valmark Global Gift Fund. It stands as a reminder to all of us that, “We make a living by what we get, but we make a life by what we give.” The Valmark Global Gift Fund is a shared commitment with Valmark Member Firms to make an immediate and eternal impact by actively helping those in need around the world. Since 2003, the Fund has contributed nearly $4 million to over 100 charities ranging from Rotary Camps for disabled children and homeless shelters in local communities–to outreach organizations across the globe such as the Haiti Island Mission and PeaceTrees Vietnam. Follow this link to learn more about the
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