| Similar Articles |
 |
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.  |
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.  |
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...  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
Financial Advisor May 2004 Jeff Schlegel |
The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
Financial Advisor December 2010 Bruce W. Fraser |
Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients.  |
The Motley Fool January 4, 2007 Dan Caplinger |
Community Foundations and Philanthropy Learn how local groups can enhance your giving experience.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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?  |
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.  |
Financial Advisor September 2004 Raymond Fazzi |
Helping Clients Help More advisors are assisting clients with charitable giving.  |
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.  |
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  |
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.  |
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.  |
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.  |
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?  |
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.  |
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.  |
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?  |