Monthly Archives: June 2020

Midsummer Tax Deadlines

Congress and the IRS have both been busy and, as a result, summer 2020 is shaping up to be an interesting one for taxpayers. First, Congress extended the tax filing deadline until July 15 this year, assuring that many accountants will be missing socially distanced July 4 celebrations. Second, the IRS recently issued IRS Notice 2020-51, which allows taxpayers who have taken required distributions from retirement accounts in 2020 to return those distributions by August 31, 2020. This article will outline what these changes mean for taxpayers. Read more »

Thanks to you, FEED PDX raised more than $50,000 for The Hopscotch Foundation to feed thousands of local children!

Thank you all for helping to make FEED PDX a giant success! Thanks to the tremendous generosity of the 88 donors and everyone who assisted, spread the word, and cheered on the efforts of this fundraiser, thousands more local children have access to the food and nutrition they need during this incredibly challenging time.

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Helping in Times of Need: Friends of the Children

COVID-19 has torn through our world over the past months, disrupting lives, putting the health of our family and friends at risk, and destabilizing the local community which we hold so dear. We are all coping in the best way we know how, as daily stories of resilience and ingenuity inspire us to keep pushing onward. In this series of blog posts, I am highlighting some amazing stories of resiliency and dedication in Portland’s non-profit sector — stories of organizations and community members who are fighting to serve our most affected populations.

This week I spoke with Friends of the Children – Portland. Friends of the Children – Portland guides, supports, and mentors almost 500 children across the Portland/Vancouver metropolitan area. Read more »

Honor World Oceans Day with Us

Arnerich Massena focuses its thematic investment approach on “what the world needs” in the four areas of water, agriculture, resource efficiency, and life sciences because those are absolutely fundamental, critical areas to the life and health of human beings and our planet. There’s a reason water comes first on the list: it is the single most vital resource we have, and maintaining the planet’s water is crucial to sustaining life. Today, June 8, marks World Oceans Day, and we invite you to celebrate it with us by considering the role that oceans play in our lives and the importance of developing solutions to maintain the health of our oceans into the future. Read more »

The OCIO Advantage: Watch the webinar


Why would a committee choose an OCIO (outsourced chief investment officer) or discretionary advisory model? In this webinar, hear from senior advisors Chris Van Dyke, CFA, CAIA, and James Ellis, CFA, as they chat with Northwest Health Foundation committee member Bill Thorndike about his experience in choosing and moving to an OCIO model. Read more »