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Financial Planning
December 1, 2006
Suzanne McGee
Giving Made Easier Donor-advised funds can simplify the giving process while offering multiple ways to manage assets. mark for My Articles similar articles
Financial Advisor
September 2005
Eric L. Reiner
Philanthropic Planning: It's Not For Everyone Financial advisers who offer philanthropic planning gain a competitive advantage in the ultra-high-net-worth marketplace. mark for My Articles similar articles
Inc.
May 1, 2002
Donna Fenn
Shaking the Foundations Sanjay Chopra is an astute donor. The founder of two technology companies recently joined 59 other fledgling philanthropists to give $50,000 to KidsVoice, a Pittsburgh nonprofit that provides legal services to children in juvenile court... mark for My Articles similar articles
Searcher
February 2007
Cecilia Hogan
Philanthropy -- Not Just for Rock Stars: "Real People" and Digital Donations A look at trends in online giving, the impact of disasters, being effective in your philanthropy, and resources for researching charities. mark for My Articles similar articles
Foundation News & Commentary
Sep/Oct 2004
Heather Peeler
The Philanthropic Initiative (TPI)--www.tpi.org Here's an organization that offers no-pressure assistance in sorting out your philanthropic strategic planning. mark for My Articles similar articles
Financial Planning
December 1, 2010
Suzanne McGee
The New Philanthropy Betsy Dickey was startled and dismayed to realize how much she had to learn about what is involved in becoming a hands-on philanthropist rather than just a checkbook donor. mark for My Articles similar articles
AFP eWire
December 20, 2011
Women Drive Philanthropic Decisions in Wealthy Households, but Nonprofits Must Work for Their Trust, Study Finds In nearly 90 percent of high net worth households, women are either the sole decision maker or an equal partner in decisions about charitable giving. mark for My Articles similar articles
AFP eWire
November 23, 2010
Wealthy Gave in Large Number in Downturn, Though Gift Size Decreased According to a recent study by Bank of America and Merrill Lynch, high net worth households in the U.S. continued to support charitable organizations in 2009 at levels that were remarkably consistent with those seen in 2005 and 2007. mark for My Articles similar articles
Financial Planning
November 1, 2005
Jim Grote
A Game Plan for Giving Helping financial advisory clients meet their philanthropic goals is the best way to extend the planning relationship across generations. mark for My Articles similar articles
Financial Advisor
May 2004
Jeff Schlegel
The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix. mark for My Articles similar articles
Financial Advisor
November 2011
Eric Rasmussen
One From The Heart As the economy sputters, charities try to keep their footing. Advisors who understand the world of philanthropy will find themselves better positioned with high-net-worth clientele. mark for My Articles similar articles
Financial Planning
July 1, 2009
Dune Thorne
Charitable Connection American women are poised to become major influencers in the world of philanthropy, shaping social policy around the globe for future generations. mark for My Articles similar articles
Financial Planning
October 2, 2007
Jim Grote
Extreme Philanthropy Giving 'til it hurts takes on a whole new meaning when clients join the 50% League. But each philanthropic plan needs a financial plan and estate plan to go along with it. mark for My Articles similar articles
Financial Advisor
April 2009
Jeff Schlegel
Charity Begins At Home Portfolio woes mean less money for philanthropy, and market losses are hurting many foundations' ability to do their jobs. mark for My Articles similar articles
Financial Planning
September 1, 2008
Jim Grote
Give and Take Sean Stannard-Stockton is a financial advisor who brings the two disciplines of wealth management and philanthropy consulting into harmony for high-net-worth clients interested in giving. mark for My Articles similar articles
AFP eWire
March 12, 2007
Charity Advisers Growing Popular Donors consulting with professionals to help them identify worthy charities to support is a fast-growing trend. mark for My Articles similar articles
AFP eWire
December 8, 2008
Lapsed Donors Say They Don't Feel 'Connected' The top reason high net-worth donors stopped giving to a charity in 2007 was that they didn't feel connected to the particular organization, reports a new study. mark for My Articles similar articles
AFP eWire
January 26, 2010
A Peek at the Philanthropist's Playbook More and more, high net worth donors are not looking for a cause to support (they have that already), they are looking for an organization that does great work. mark for My Articles similar articles
Investment Advisor
November 2005
Robert F. Keane
Good to Give While giving may come from the heart, it's the advisor's job to see that his clients also do it with their heads. mark for My Articles similar articles
Registered Rep.
December 21, 2011
Charles Paikert
How HNW Charitable Giving Is Changing The giving season is here, but what's being given, at least by philanthropic-minded high-net-worth clients, is changing. mark for My Articles similar articles
AFP eWire
June 30, 2008
Donors Who Mean Business High net worth business owners are dedicated donors who have incorporated philanthropy into their financial plans and will give steadily despite the economic environment. mark for My Articles similar articles
Financial Planning
October 1, 2008
Jim Grote
Foundations for Renown Assets in domestic private foundations are growing and donors are demanding more customized service from advisory firms. mark for My Articles similar articles
AFP eWire
September 8, 2014
AFP's Response to National Post Article on Policing of Political Activities of Charities The charitable tax designation and the tax credit bind together the interests and concerns of all of us in the betterment of our society. mark for My Articles similar articles
AFP eWire
May 27, 2008
Seeing Eye-to-Eye with Your Donor's Financial Adviser There are ways to collaborate with a financial adviser to fulfill the donor's goals of having a solid financial plan and making a lasting contribution to a favorite charity. mark for My Articles similar articles
Financial Advisor
December 2010
Bruce W. Fraser
Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients. mark for My Articles similar articles
The Motley Fool
January 4, 2007
Dan Caplinger
Community Foundations and Philanthropy Learn how local groups can enhance your giving experience. mark for My Articles similar articles
AFP eWire
November 5, 2007
Financial Advisers Need More Philanthropic Training Many financial advisers admit they are not comfortable with their knowledge of charitable giving, according to new research. mark for My Articles similar articles
AFP eWire
March 7, 2005
Report Yields New Insights on Giving Circles A new study about giving circles shows a small but growing phenomenon that poses new opportunities and challenges for fundraisers. mark for My Articles similar articles
Financial Advisor
September 2008
Karen DeMasters
Reducing Guesswork Helping wealthy clients set up charitable giving plans or donor-advised funds through one of the 650 community foundations that now exist in the United States is becoming more popular with financial advisors. mark for My Articles similar articles
AFP eWire
July 17, 2012
Kelly C. Albanese
Does Your Organization Have "Relationship Capital?" Relationship capital represents the quality of your interactions and the bonds that you have developed with your donors, and it can indicate your position in their philanthropic priorities. mark for My Articles similar articles
Foundation News & Commentary
Nov/Dec 2004
Kasper, Nielsen & Chao
Democracy in Action Focus funds, the next wave of community philanthropy, are responding to the needs of both marginalized groups and new donor bases. mark for My Articles similar articles
AFP eWire
June 17, 2014
Giving Gets Its Groove Back -- But Grooves a Little Differently First, the good news: for the fourth consecutive year giving by Americans has grown. mark for My Articles similar articles
Financial Advisor
April 2008
Eric Rasmussen
Much Appreciated Charitable giving has changed a lot. Though some of the assets may be odd, what's sometimes more interesting is the way that more people are giving, rating, and tracking their donations online, as well as working with their advisors to donate. mark for My Articles similar articles
AFP eWire
June 6, 2005
New Resource for Foundations, Donors Interested in Community Building Individuals, family foundations and others interested in issues related to community building, including poverty, homelessness and economic insecurity, now have a new resource to help them learn how to get involved and better target their contributions. mark for My Articles similar articles
Registered Rep.
January 26, 2015
Diana Britton
The New Reality in Donor-Advised Funds They let philanthropically minded donors give appreciated assets (like stocks) to charities without the value being reduced by capital gains taxes, while still claiming a charitable tax deduction. mark for My Articles similar articles
AFP eWire
April 19, 2011
Michael J. Rosen
Five Common Myths About Planned Giving These myths can lead organizations to take no action or to take the wrong action where planned giving is concerned. Here are five common myths rebutted. mark for My Articles similar articles
AFP eWire
December 11, 2006
Stability for Philanthropic Giving Index, Confusion Over the IRA Rollover The fundraising climate has stabilized over the past year, but charities have seen only limited success so far with the new Individual Retirement Account (IRA) rollover provision, according to the latest Philanthropic Giving Index. mark for My Articles similar articles
Financial Planning
October 1, 2005
Jay Quinn
Please Give Generously There are many benefits to clients when giving is incorporated into their overall financial plan, from reducing current income and estate taxes to helping to provide for retirement income. Here's what advisers need to know. mark for My Articles similar articles
Foundation News & Commentary
Jan/Feb 2005
Lee Draper
Where the Money is: Tapping Overlooked Sources of Support for Nonprofits Where will the funding come from to enable nonprofits to serve more people? How can nonprofits find the capital to reorganize for greater efficiency and economies of scale or to invest in new ways to address growing social needs? mark for My Articles similar articles
CRM
August 12, 2015
Gabe Cooper
Why Nonprofits Deserve CRM Innovation With charitable giving exceeding $298 billion in the U.S. alone, it's time that software companies gave nonprofits the attention they deserve by creating technology that truly serves their needs. mark for My Articles similar articles
Financial Advisor
September 2004
Raymond Fazzi
Helping Clients Help More advisors are assisting clients with charitable giving. mark for My Articles similar articles
AFP eWire
February 5, 2013
Getting to Know Your Future Nonprofit Leaders A new report from 21/64 and the Dorothy A. Johnson Center for Philanthropy shows a behind-the-next-generation look at the future leaders of philanthropy and how their giving differs and remains the same from their parents and grandparents. mark for My Articles similar articles
BusinessWeek
January 21, 2010
Amy Feldman
Philanthropy: Rethinking How to Give A growing movement to review and rate charities on their real world results may give donors a better idea where they can do the most good mark for My Articles similar articles
Financial Planning
October 2, 2007
Barry Glassman
'Tis Better to Give As a financial advisor, it's important for you to recognize that charitable giving is a consequential part of many of your clients' lives. mark for My Articles similar articles
Foundation News & Commentary
Mar/Apr 2005
Linda A. Long
Family Matters At least two-thirds of the more than 60,000 U.S. private foundations are controlled by families. If the next two decades mirror present trends, family foundations will boast more than $500 billion in combined assets. mark for My Articles similar articles
AFP eWire
October 15, 2007
Overview of Canadian Philanthropic Achievements Imagine Canada has released a study detailing the specific achievements that Canadian philanthropy and the country's charitable sector has accomplished. mark for My Articles similar articles
AFP eWire
January 19, 2010
Philanthropy and Gender: Not Your Mother's Bake Sale When it comes to giving money away, are there differences between men and women and their philanthropic behavior? mark for My Articles similar articles
Registered Rep.
April 28, 2015
Robert F. Sharpe, Jr.
The Philanthropic Age Divide The key to advising philanthropic donors now is to recognize that as circumstances change near the end of life, new possibilities may open for serving clients in ways that may not have been possible at earlier stages of life. mark for My Articles similar articles
AFP eWire
November 13, 2006
Majority of Wealthy Unaffected by Tax Incentives, Not Interested in Leaving a Legacy A new study reveals that a strong majority of wealthy donors in the US would maintain or increase their charitable giving if the estate tax was repealed, and only 25% of those donors are motivated to leave a legacy in their giving. mark for My Articles similar articles
On Wall Street
November 1, 2010
Baruch S. Littman
The Headache-Free Philanthropist For many, the prestige of establishing a private family foundation to dispense charitable gifts to their favorite causes is alluring. They think of it as a dream come true. But is it really? mark for My Articles similar articles