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Commercial Investment Real Estate
May/Jun 2013
Mary Stark Hood
Real Estate Gifting Realized: Charitable Gift Annuities Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. mark for My Articles similar articles
Investment Advisor
December 2009
Tere D'Amato
Expert's Corner: Look Before You Give Weighing the pros and cons of charitable gift annuities. 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
The Motley Fool
July 7, 2006
Dan Caplinger
Giving Until It Helps Planning a gift to charity can make a good thing even better for investors. mark for My Articles similar articles
Registered Rep.
April 1, 2008
Kevin McKinley
Giving And Saving With CLTs Here's how high-net-worth clients can use charitable trusts to pass more money to charities now, and cherished family members later -- with much less going to Uncle Sam. mark for My Articles similar articles
The Motley Fool
July 7, 2006
Dan Caplinger
Giving Until It Helps: Part 2 Using a charitable trust or foundation can make your gift work for charity -- and for you. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2012
Mary Stark Hood
Real Estate Gifting Realized Real Estate Gifting Realized, the new program launched by the Education Foundation of the CCIM Institute, facilitates the donation of real estate to charitable organizations. mark for My Articles similar articles
The Motley Fool
June 13, 2006
Dan Caplinger
A Trust for All Seasons: Charitable Trusts These trusts can help you donate to worthy causes -- and save on taxes. mark for My Articles similar articles
Registered Rep.
June 1, 2008
Kevin McKinley
CRUTS And CRATS Charitable lead trusts and charitable remainder trusts: which are better for your wealthy clients? mark for My Articles similar articles
The Motley Fool
December 7, 2006
Elliott Orsillo
Fun With Charitable Gift Funds One option for giving to charity, which is available to many of us, is to donate stock. Donating stock rather than giving cash can have significant tax advantages. mark for My Articles similar articles
Financial Planning
August 1, 2009
Martin M. Shenkman
Keep Giving Charities need your knowledge to guide past and prospective donors in how to give now. When times were good, people gave because they felt rich or their accountant said they needed the tax write-offs. Your expertise can help clients see how to continue to give in today's different circumstances. mark for My Articles similar articles
On Wall Street
September 1, 2010
Meryl R. Cosentino
Reaping The Tax Benefits Of Charitable Gift Annuities As baby boomers race toward retirement, CGAs are increasing in popularity because they fulfill the boomers' desire for supplemental income as well as their desire to support a worthy-and often personal-cause. 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
The Motley Fool
December 14, 2006
Dan Caplinger
12 Ways of Giving Once you've decided on the charities to which you'd like to make gifts, the next step is figuring out how you want to follow through with your giving. Here are a dozen ways you can provide much-needed assistance to the charities of your choice. mark for My Articles similar articles
Financial Advisor
September 2006
Beck & Leibell
Life Insurance For Charitable Gifting The use of life insurance to make charitable gifts can be an effective and cost-efficient means of fulfilling charitable intentions without making a sizable donation while alive. mark for My Articles similar articles
Financial Advisor
September 2006
Bruce W. Fraser
Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture. mark for My Articles similar articles
Registered Rep.
October 1, 2004
Leibell, Daniels & Prince
With Strings Attached Here are five alternatives for donors who wnat to retain some say-so over money donated, even after it has been donated. mark for My Articles similar articles
Commercial Investment Real Estate
Sep/Oct 2013
Mary Stark Hood
Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity. mark for My Articles similar articles
Financial Advisor
February 2010
Eric L. Reiner
Shaking The Foundation Donor-advised funds report droves of conversions from private foundations. mark for My Articles similar articles
AFP eWire
February 25, 2008
Fidelity Gift Funds Attracts, Grants Record Amounts The Fidelity Charitable Gift Fund, the fourth largest public charity and the largest donor-advised fund program in the United States, attracted record contributions and granted the largest amount in its history last year. mark for My Articles similar articles
Financial Planning
February 1, 2012
Deena Katz
Giving It Away Charitable tax planning for clients may peak in the later months of the year, but it is really a year-round activity, and the first quarter is not too soon to start thinking about it. mark for My Articles similar articles
Commercial Investment Real Estate
Jul/Aug 2013
Mary Stark Hood
Real Estate Gifting Realized: Charitable Remainder Trusts Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. mark for My Articles similar articles
The Motley Fool
October 31, 2006
Buz Livingston
A Foolish Treat: Charitable IRA Rollovers No trick here -- treat yourself to tax savings when you donate from an IRA. mark for My Articles similar articles
On Wall Street
April 1, 2012
Michelle Lodge
Five Questions With King McGlaughon King McGlaughon of Foundation Source, which provides back-room support for foundations, tells how a financial advisor's knowledge of philanthropy gives him or her an edge. mark for My Articles similar articles
The Motley Fool
November 27, 2006
Dan Caplinger
Charities and Endowments In the same way that opening an investment account or buying your first mutual fund may signify your arrival at a new stage in your financial development, establishing a permanent endowment fund can be a major milestone in the history of a charitable organization. mark for My Articles similar articles
The Motley Fool
October 21, 2005
Roy Lewis
Share the Wealth Donating money to worthy causes is wonderful, but you'll get even more tax advantages if you donate appreciated stock instead. Here's how it works. mark for My Articles similar articles
Commercial Investment Real Estate
Sep/Oct 2014
Mary Stark-Hood
Real Estate: A Valuable Charitable Gift Donating real estate to a charity can benefit the donor by lowering transfer expenses, reducing capital gains taxes, and providing charitable deductions at the federal and sometimes the state level, depending on state law. 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
CFO
September 1, 2006
Chuck Jaffe
Sowing the Seeds of Your Legacy Executives interested in charitable giving can take a page from the Buffett playbook and do more than simply list a favored recipient or two in a will. 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
Commercial Investment Real Estate
Mar/Apr 2014
Mary Stark Hood
Cash Flow in Retirement: Reverse Mortgages or a Retained Life Estate This is the ninth article in a series on real estate gifting. Real estate professionals and their clients should consider all options when discussing the charitable donation of real property. mark for My Articles similar articles
Financial Planning
October 1, 2006
Gavin Morrissey
Trust Toolkit A wealth replacement trust strategy may be the right fit for your philanthropic clients. Because this strategy combines complex areas of trust law, taxation and insurance planning, you should be sure to consult with professionals in these areas before implementing this -- or any -- estate plan. mark for My Articles similar articles
Investment Advisor
July 2006
I. Jay Safier
The Tax Advisor: Transfer Time, Part 2 More strategies to transfer wealth, including charitable remainder trusts and family limited partnerships. mark for My Articles similar articles
Registered Rep.
August 1, 2005
Daniels, Leibell & Prince
Beyond Baseball Cards Collectibles such as art, antiques, jewelry, stamps, coins and automobiles can constitute a significant portion of the estate of a wealthy individual. Often -- and unfortunately -- advisors fail to focus adequate attention on planning for these important assets. mark for My Articles similar articles
The Motley Fool
December 7, 2006
Mary Dalrymple
Give It All Away Some alternative ways to bestow your riches on a deserving charity. mark for My Articles similar articles
Financial Advisor
January 2007
Gail Liberman
Death Of A Tax Shelter? A proposal by the Treasury Department and the IRS has effectively killed the private annuity trust as a way to postpone taxes on the sale of appreciated property. mark for My Articles similar articles
Registered Rep.
March 1, 2008
Kevin McKinley
Gimme A Break Tax breaks for charitable giving. mark for My Articles similar articles
The Motley Fool
December 10, 2004
Roy Lewis
Charitable Contributions of Stock While donating money to worthy causes is wonderful, especially this time of the year, it can be even more wonderful to donate appreciated stock instead of cash. The tax advantages can be well worth it. Here's how it works. 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
Entrepreneur
November 2008
Scott Bernard Nelson
Doing Well By Doing Good Financial planners say giving money away can make financial sense, even for relatively young earners. mark for My Articles similar articles
Registered Rep.
December 1, 2004
Kevin McKinley
Make a Killing on Kindness The fact remains that assisting benevolent activities involves two components shared by most successful financial advisors: working with rich people and being near money in motion. mark for My Articles similar articles
Investment Advisor
December 2007
Kathleen M. McBride
Give, Wisely Led by the Fidelity, Vanguard, and Schwab juggernauts, donor advised funds are glowing and growing. Clients and advisors may find funding a DAF account easier than they realized. mark for My Articles similar articles
Commercial Investment Real Estate
May/Jun 2014
Mary Stark Hood
Charitable Donations of Life Insurance Life insurance is often overlooked as a gifting option when individuals are considering gifts to charities, but it can be an effective way to provide a charity with funds for future work. mark for My Articles similar articles
Trusts & Estates
March 22, 2002
Robert F. Sharpe Jr.
Philanthropy In Uncertain Times What of the nonprofit sector? How does this sector fare during difficult economic times? Is it societal "fluff" that exists only during times of prosperity, or is it something that is resistant to the economic downturns that periodically affect the for-profit sector? mark for My Articles similar articles
On Wall Street
September 1, 2009
Martin Shenkman
Ingenious Ways to Keep Giving When times were good, people gave because they felt rich or their accountant said they needed the tax write-offs. But today, you need to show clients that with a little ingenuity, they can still give generously. mark for My Articles similar articles
On Wall Street
July 1, 2010
Martin Shenkman
Giving Even When It Hurts Tax laws are rapidly changing, the estate tax remains undecided and the economy is still a bit on the wild side. What issues and technique should advisors be considering with clients during these trying times? mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2011
Chase V. Magnuson
A Guide to Giving How can Certified Commercial Investment Members assist the charitable community? 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
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
The Motley Fool
November 23, 2009
Dan Caplinger
What to Do With Your Winning Stocks Help others and help yourself by being smart with charitable gifts. mark for My Articles similar articles