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 “Signature Virtual Event Hits Significant Fundraising Goal, Proceeds Distributed to Local Nonprofits”
November 23, 2021

Signature Virtual Event Hits Significant Fundraising Goal, Proceeds Distributed to Local Nonprofits

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OneDigital Dash, a virtual fundraiser event, supported local nonprofits.
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December 21, 2020

Fulcrum Partners Steps Up: Leading Best by Serving First

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Fulcrum Partners Managing Director Monte Harrick has stepped up to ensure that a young group of dedicated high school basketballers don’t lose their varsity season to the disruptions of the COVID-19 pandemic.
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December 01, 2020

Today is GivingTuesday! 20 Charities You Can Help

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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

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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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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

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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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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

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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.
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Featured image for “The Catalytic Power Of Generosity”
December 27, 2019

The Catalytic Power Of Generosity

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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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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

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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.
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November 26, 2019

Fulcrum Partners Launches Its First #GivingTuesday Campaign

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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

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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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