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Insights From Cornerstone: The Basics of Planned Giving
Stephen Link is the Director of Philanthropic Services at Cornerstone Advisors Asset Management, LLC, where he works with nonprofit organizations and individuals on their overall financial plans. He spent the last 30 years building solid financial foundations for higher education and healthcare. In 1985, Stephen began his career at Price Waterhouse and was the Senior Philanthropic Advisor for Georgetown University. He was also both the Director of Principal Gifts and the Assistant Treasurer at Lehigh University.
Stephen earned his bachelor’s in accounting and finance, a master's in business administration from Lehigh University, and a Master of Arts degree in European civilization from Katholieke Universiteit in Leuven, Belgium. Stephen has served on the boards of the Lehigh Valley Community Foundation, the Historic Bethlehem Partnership, and the Lehigh Valley Chamber Orchestra.
In this episode…Do you have an altruistic desire to help people, communities, and organizations in need? What can you do to optimize your decisions and assets for the future?
Stephen Link proposes there is a different solution for everyone to achieve their financial goals, but you need to have a foundation focused on what you want to accomplish. Instead of rushing forward, you should reflect upon the future of what financially matters the most — children, grandchildren, spouse, and how you can help others who are in need. Are you ready to explore philanthropic solutions to build a long-term stewardship of economic benefits?
In this episode of Cornerstone Unplugged, JP Cavaliere sits down with Stephen Link, Director of Philanthropic Services at Cornerstone Advisors Asset Management, LLC, to discuss making an impact on people’s lives through charitable contributions. Stephen talks about the importance of maintaining current documents of beneficiary designations, the impact a donation can make on a community or organization in need, and why you must have a knowledgeable financial advisor to help you reach your philanthropic goals.
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By Cornerstone Independent Asset Management
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Stephen Link is the Director of Philanthropic Services at Cornerstone Advisors Asset Management, LLC, where he works with nonprofit organizations and individuals on their overall financial plans. He spent the last 30 years building solid financial foundations for higher education and healthcare. In 1985, Stephen began his career at Price Waterhouse and was the Senior Philanthropic Advisor for Georgetown University. He was also both the Director of Principal Gifts and the Assistant Treasurer at Lehigh University.
Stephen earned his bachelor’s in accounting and finance, a master's in business administration from Lehigh University, and a Master of Arts degree in European civilization from Katholieke Universiteit in Leuven, Belgium. Stephen has served on the boards of the Lehigh Valley Community Foundation, the Historic Bethlehem Partnership, and the Lehigh Valley Chamber Orchestra.
In this episode…Do you have an altruistic desire to help people, communities, and organizations in need? What can you do to optimize your decisions and assets for the future?
Stephen Link proposes there is a different solution for everyone to achieve their financial goals, but you need to have a foundation focused on what you want to accomplish. Instead of rushing forward, you should reflect upon the future of what financially matters the most — children, grandchildren, spouse, and how you can help others who are in need. Are you ready to explore philanthropic solutions to build a long-term stewardship of economic benefits?
In this episode of Cornerstone Unplugged, JP Cavaliere sits down with Stephen Link, Director of Philanthropic Services at Cornerstone Advisors Asset Management, LLC, to discuss making an impact on people’s lives through charitable contributions. Stephen talks about the importance of maintaining current documents of beneficiary designations, the impact a donation can make on a community or organization in need, and why you must have a knowledgeable financial advisor to help you reach your philanthropic goals.