JMoSB breaks fundraising records with 2016 Movember campaign

JMoSB | January 10, 2017

The organization contributed the majority of Concordia’s fundraising total The JMSB philanthropy organization CASA Cares and their subsidiary JMoSB announced that their annual Movember campaign broke their previous fundraising records by raising $13,930 during their 2016 campaign. Led by co-captains Catherine Doyle and Mikael Clement, JMoSB was one of four teams participating in Concordia’s Movember campaign. JMoSB contributed the majority of Concordia’s overall fundraising, with a total of $17,717- with six JMoSB students raising over $1,000 each.

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TAX EFFICIENT INVESTING FOR HIGHER INCOME EARNERS. AN ENDOWMENT IS AN INVESTMENT
PRODUCT THAT: has fixed tax rates: 30% on income and a capital gains tax (CGT) rate of 12%.


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FINANCIAL MANAGEMENT

Independent Financial Group Donates over $230,000 to Children-Focused California Charities in 2021

Independent Financial Group | May 26, 2022

Independent Financial Group, LLC, a San Diego-based independent broker-dealer, donated a combined $232,500 to seven charities in 2021: Promises2Kids ($50,000); Wayfinder Family Services ($50,000); Challenged Athletes Foundation ($50,000); The Mitchell Thorp Foundation ($50,000); Just in Time for Foster Youth ($25,000); The San Diego Nice Guys ($5,000); and the Well Community For Women ($2,500). IFG's donations went to charities operating in San Diego and in the state of California, supporting foster children, youth, and adults; children with critical illnesses; children and adults with disabilities; and families facing economic hardships. When Joe Miller, David Fischer, and I founded IFG, we agreed that giving back to our community, quietly and consistently, would be a central part of our mission. The three of us are fathers, and our community has been good to us and to our families. We want to make sure that all children and young adults in San Diego, and in the state of California, are being raised with the support and opportunities they need to thrive." Scott Heising,IFG CEO and Co-Founder To date, IFG has donated nearly one million dollars to various charitable organizations. About IFG's Selected Charities Promises2Kids responds to the needs of foster children and those who have been removed from their home due to abuse and neglect. The Challenged Athletes Foundation provides opportunities and support for physically disabled athletes so they can pursue active lifestyles and competitive athletics. Wayfinder Family Services (formerly Junior Blind of America) offers a full range of essential services that meet the needs of people of all ages, including the visually impaired, foster youth, youth with serious medical conditions or trauma, and their families. In memory of their son Mitchell, Brad and Beth Thorp founded the Mitchell Thorp Foundation with the goal of supporting families whose children suffer from life-threatening illnesses and disorders. Just in Time for Foster Youth aims to help foster youth as they transition to adulthood, supporting their efforts to achieve self-sufficiency and well-being. The Nice Guys of San Diego have worked since 1979 to support local families who have fallen on tough times. The Well Community for Women is a San Diego-based nonprofit dedicated to serving women by offering coworking spaces, childcare support, after-school enrichment programs, and other programs and events. About Independent Financial Group Independent Financial Group, LLC (IFG) is a privately held independent broker-dealer based in San Diego, California. Founded in 2003, IFG provides an array of business solutions supporting more than 640 independent financial professionals across 389 offices nationwide. IFG was named among the "Fastest Growing Private Companies in the US" by Inc. 5000 in 2020, for the eighth time since 2010. San Diego Business Journal ranked IFG "#12 Among the Largest Private Companies in San Diego" in 2020. In 2022, IFG was ranked 19th largest among national independent broker-dealers by Financial Advisor Magazine, based on revenue.

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NONPROFIT MANAGEMENT

ezCater Solves Tax Exemption on Workplace Food for Top Nonprofits Nationwide

ezCater | June 24, 2022

ezCater, the most trusted provider of corporate food solutions, announced a new tax-exempt ordering platform for nonprofit organizations. With ezCater, organizations set their tax-exempt status once and it automatically applies to catering orders from over 95,000 restaurants on the ezCater platform, saving them time and money. Ensuring catering orders are tax-exempt is complicated and time-consuming for nonprofits, requiring each person to file a tax certificate with every restaurant that they order from. This is even more complicated for organizations that order food across multiple states. We've taken something that should be simple and made it simple. Nonprofits have many important things to worry about, and this solution allows them to put time back into their missions, instead of wasting it on unnecessary paperwork." Diane Swint, Chief Demand Officer at ezCater "ezCater makes handling the tax-exemption process for my team an easy feat," said Matthew Boone, Head Coach of Track and Field at Jacksonville State University. "Keeping track of paper receipts and creating multiple expense reports was such a headache. Not only do I have peace of mind that ezCater is storing the information for me, but my team has easy access to high-quality meals on the road." The Children's Inn at the National Institutes of Health (NIH) is a nonprofit that supports children, teens, and young adults with rare and serious diseases by providing a free 'place like home' for them to stay while participating in clinical research trials. The Inn has selected ezCater to order meals for the families. However, meeting various dietary restrictions and avoiding food waste becomes complicated. With ezCater, meals arrive individually selected, packaged and labeled, and The Inn's tax-exempt status is automatically applied to every order. "Our job is to serve and provide support to families during some of the most difficult times of their lives," said Emily Johnson, Family Program Operations Manager for The Children's Inn at NIH. "ezCater's ability to automate tasks like ordering each meal and researching restaurants that accept our tax exemption allows my team to focus on what really matters." With an ezCater Corporate Account, businesses have easy access to all products within ezCater's suite of corporate solutions. This includes features like invoicing, custom checkout and reporting, organization-wide tax-exempt ordering, recurring employee meals, and concierge food ordering. About ezCater ezCater is the most trusted provider of corporate food solutions. With a network of 95,000 restaurants across the US, ezCater provides flexible and scalable food solutions for everything from daily employee meals to sales meetings. ezCater is purpose-built for business and supported by best-in-class customer service, enabling companies to centralize and manage their food spend in a single, customizable platform.

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NONPROFIT TECHNOLOGY

American Water Charitable Foundation Announces Last Call for Water and Environment Grant Applications

American Water Charitable Foundation | June 13, 2022

The American Water Charitable Foundation, a 501(c)3 organization established by American Water, the largest publicly traded U.S. water and wastewater utility company, announces last call for Water and Environment grant applications with a submission deadline of June 30, 2022. The Water and Environment grant opportunity, part of the Foundation’s Keep Communities Flowing Grant Program, supports projects or programs focused on clean water, conservation, environmental education, climate variability and water-based recreation projects, including splashpads. Eligible organizations can apply here. The American Water Charitable Foundation’s Keep Communities Flowing Grant Program supports impactful initiatives and programs throughout American Water’s national footprint. The Water and the Environment grant will fund efforts focused on our core passion – water – while engaging community members in learning how every drop counts.” Carrie Williams, president of the American Water Charitable Foundation The Keep Communities Flowing Grant Program focuses on three pillars of giving: Water, People and Communities. Within these pillars, three new grant opportunities will be available to eligible non-profit organizations throughout the year. Each grant cycle will be open for approximately 90 days. In addition to the Water and Environment grant, a Workforce Readiness grant opportunity will launch in July 2022 followed by STEM Education in October 2022. Since 2012, the American Water Charitable Foundation has invested more than $9 million in funding through grants and matching gifts that are important to our employees and positively impacting our communities. About American Water With a history dating back to 1886, American Water is the largest and most geographically diverse U.S. publicly traded water and wastewater utility company. The company employs more than 6,400 dedicated professionals who provide regulated and regulated-like drinking water and wastewater services to more than 14 million people in 24 states. American Water provides safe, clean, affordable and reliable water services to our customers to help keep their lives flowing. American Water Charitable Foundation The American Water Charitable Foundation is a 501(c)(3) nonprofit organization that provides a formal way to demonstrate the company’s ongoing commitment to be a good neighbor, citizen, and contributor to the communities where American Water and its employees live, work and operate.

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NONPROFIT MANAGEMENT

Leading Pediatric Osteosarcoma Nonprofit Awards 350-percent increase in Research Grants at Conference

MIB Agents | June 18, 2022

MIB Agents, a leading pediatric osteosarcoma nonprofit, will award six Outsmarting Osteosarcoma grants totaling $450,000, a 350-percent increase from previous gifts, during its annual FACTOR event, June 23-25 in San Diego, CA. The research dollars will support the improvement of treatment options and outcomes for this rare cancer by investing in the researchers who are paving the way for a cure. Osteosarcoma is an aggressive, malignant, primary bone cancer affecting 800-900 people in the U.S. each year and is the most common bone cancer affecting children and young adults. This tremendous increase in support comes directly from the MIB Agents Family Funds, who make all our grants possible. It is an incredible representation of our community's commitment to partner with the scientific community, accelerate research efforts, and find a cure for this devastating disease." Ann Graham, Founder and Executive Director of MIB Agents The Outsmarting Osteosarcoma Award, $100,000 each, funding research investigating immunotherapy approaches to osteosarcoma will be awarded to: Michael Leibowitz, MD, PhD | University of Colorado/ Children's Hospital Colorado Dan Regan, DVM, PhD | Colorado State University Jason Yustein, MD, PhD | Emory University The Young Investigator Research Awards, worth $50,000 each and sponsored by Family Funds honoring their children who passed from osteosarcoma, will be awarded to: John Ligon, MD | University of Florida - granted Because Of Dylan Eunice Lopez-Fuentes, PhD | University of California, San Francisco - granted Because Of Charlotte Kristen VanHeyst, DO | University Hospitals Rainbow Babies and Children's Hospital - granted Because Of Charlotte The FACTOR conference is a unique gathering of leading osteosarcoma researchers and clinicians, survivors, patient and bereaved families to work together toward our goal of improving outcomes for kids affected by Osteosarcoma. Part of FACTOR includes a "Headquarters" camplike experience for survivors, patients and family members. This includes a luncheon where young adults affected by osteosarcoma who are pursuing a career in healthcare are partnered with physicians for one-on-one experiences. From this session MIB Agents has seen six survivors go on to work closely with the physicians they met and pursue careers medical field. About MIB Agents Founded in 2012, MIB Agents is a leading pediatric osteosarcoma nonprofit dedicated to making it better for our community of patients, caregivers, doctors, and researchers through programs, education, and research.

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TAX EFFICIENT INVESTING FOR HIGHER INCOME EARNERS. AN ENDOWMENT IS AN INVESTMENT
PRODUCT THAT: has fixed tax rates: 30% on income and a capital gains tax (CGT) rate of 12%.

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