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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.  |
Financial Advisor September 2006 Bruce W. Fraser |
Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture.  |
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.  |
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.  |
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.  |
Financial Advisor February 2010 Eric L. Reiner |
Shaking The Foundation Donor-advised funds report droves of conversions from private foundations.  |
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 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.  |
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.  |
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.  |
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 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.  |
Investment Advisor December 2006 James J. Green |
Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy.  |
Financial Planning March 1, 2006 Suzanne McGee |
High Impact Philanthropy Today's donors want to do more than attend benefits -- hey want to effect real change. And they're counting on financial advisers to help them channel their generosity.  |
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.  |
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?  |
Financial Advisor May 2004 Jeff Schlegel |
The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix.  |
Financial Advisor September 2004 Raymond Fazzi |
Helping Clients Help More advisors are assisting clients with charitable giving.  |
Registered Rep. January 18, 2011 Jerry Gleeson |
Record Generosity at Schwab, Fidelity Giving Accounts Double-digit market returns in 2010 helped boost Americans' charitable spirit, with top donor advised funds reporting new records in charitable contributions.  |
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 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.  |
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.  |
Financial Advisor December 2010 Bruce W. Fraser |
Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients.  |
Registered Rep. April 5, 2011 Charles Paikert |
Clients Turning To Wealth Managers For Philanthropy Advice No opportunity to discuss philanthropy with clients should be squandered.  |
Registered Rep. August 12, 2010 Jerry Gleeson |
Learn the Business of Philanthropy to Keep Assets Advisors are too focused on the nuts and bolts of financial planning and tax strategies, and not looking at the larger picture of how charity is important to their clients.  |
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 January 29, 2007 |
Donor-Advised Funds Subject of IRS Scrutiny The IRS has begun a major examination of donor-advised funds and how they are operated, according to a recent article. Congress has grown increasingly troubled about donor-advised funds and the possibility of donors receiving deductions for contributions that are then used for personal gain.  |
Entrepreneur April 2007 Jennifer Pellet |
Charity Caveats Feeling philanthropic? Watch how you go about giving to your favorite cause. Changes in tax laws can affect your deductions for donated items.  |
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...  |
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.  |
The Motley Fool November 30, 2006 Buz Livingston |
Charity Begins at Home Here is an overview of the different ways you can give your money away. Cash... Charitable IRA Rollover... Donor-advised funds... etc.  |
Financial Advisor November 2008 Joseph J. Cohen |
Harness Giving Talking with your clients about their philanthropic pursuits and how they go about them should take place in the context of a larger discussion about their overall long-term desires for their wealth.  |
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.  |
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.  |
The Motley Fool January 4, 2007 Dan Caplinger |
Community Foundations and Philanthropy Learn how local groups can enhance your giving experience.  |
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.  |
Financial Planning January 1, 2012 Jim Grote |
Organization Man David Strege loves to organize. It shows in his planning business, which is structured in a way that lets clients pay lower fees for assets under management than they would at most other firms.  |
Registered Rep. October 1, 2005 Tracy Byrnes |
The Hard Conversation Charitable giving can be a great tool for managing a client's taxable income, when used effectively. But before anything good can happen, advisors need to solve the communication problems.  |
Registered Rep. May 4, 2011 Jerry Gleeson |
Complex Assets Find a Place in HNW Donor Strategies Affluent households with philanthropic inclinations are giving more than just cash these days.  |
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.  |
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.  |
On Wall Street January 1, 2012 Michelle Lodge |
Five Questions With Bryan Clontz Philanthropy is alive and well, contends Bryan Clontz, who co-founded Charitable Solutions LLC, a planned-giving, risk-management consulting firm.  |
Financial Advisor September 2007 Jeff Schlegel |
Donating Outside The Box Such vehicles as donor-advised funds, private foundations and charitable remainder trusts are commonly used by many financial advisors to help clients achieve their charitable goals. But sometimes unconventional steps can also play a philanthropic role.  |
Registered Rep. September 17, 2014 Kevin McKinley |
The Tax Advantages of Donor-Advised Funds Developing a long-term approach for the right clients now can prevent a lot of subsequent year-end scrambling and save a sizable amount of taxes.  |
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.  |
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?  |
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.  |
On Wall Street October 1, 2008 Helen Kearney |
The New Face of Philanthropy Women control a combined net worth of $4.4 trillion and they bring a new mindset when giving money to charities. With the coming generational wealth transfer, women will ultimately decide just where a lot of that money goes.  |
Registered Rep. November 9, 2010 Jerry Gleeson |
Feeling Poorer, HNW Gifting Dropped in 2009: Survey Says Bah, humbug. The latest study of charitable giving among America's high-net-worth households shows a marked decline in generosity.  |
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.  |