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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.  |
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.  |
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.  |
Commercial Investment Real Estate Jan/Feb 2011 Chase V. Magnuson |
A Guide to Giving How can Certified Commercial Investment Members assist the charitable community?  |
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 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 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.  |
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.  |
Investment Advisor October 2005 Robert Bingham |
The IA Soapbox: Giving with Head as Well as Heart A massive national tragedy will prompt your clients to make financial gifts from the heart. It is the financial advisor's job to help prepare clients to make those decisions from the head with assets set aside for this purpose.  |
Financial Advisor February 2010 Eric L. Reiner |
Shaking The Foundation Donor-advised funds report droves of conversions from private foundations.  |
Foundation News & Commentary Sep/Oct 2006 Francie Ostrower |
Staying the Course A new study of community foundation effectiveness generates suggestions for increasing grantmaking impact.  |
The Motley Fool September 28, 2006 Dan Caplinger |
Do Charitable Fundraising Right Finding donors is essential for the success of your charity. Once you've done the hard work of finding them, make sure you treat them well by giving them everything they need to obtain the tax benefits they deserve.  |
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 October 7, 2014 |
REPORT: New Data Shows Canada's Largest Foundations Give over $1 Billion Annually to Canadian Charities Philanthropic Foundations Canada and Imagine Canada recently released a first-ever report about the assets and giving trends of Canada's largest grantmaking foundations.  |
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.  |
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.  |
Commercial Investment Real Estate Jan/Feb 2013 Mary Stark Hood |
Real Estate Gifting Realized: Outright Donations and Bequests This second article in a series on real estate gifting issues covers outright donations, various requirements for a donation to be tax deductible, and bequests.  |
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.  |
The Motley Fool January 3, 2007 Dan Caplinger |
Make a Charitable Pledge Think now about your gift-giving strategy for 2007.  |
AFP eWire December 18, 2012 Laura Kalick |
Wrapping Up 2012: Important Tax Reminders for U.S. Nonprofit Professionals With the country inching ever-closer to the edge of the metaphoric fiscal cliff, policymakers are discussing a number of proposals that are bound to impact nonprofit organizations' ability to raise funds now and in the coming year.  |
Investment Advisor December 2009 Tere D'Amato |
Expert's Corner: Look Before You Give Weighing the pros and cons of charitable gift annuities.  |
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?  |
AFP eWire December 8, 2014 Paul Nazareth |
Three Free Tools to Help You Increase Donations This Holiday Season Here are three simple and free tools from the team at CanadaHelps that will help your charity amplify its voice, attract new donors, and raise more this Holiday season.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
AFP eWire April 28, 2008 |
Keeping Up With Recent Tax Law Changes A recent article offers some helpful reminders for fundraisers and donors alike for navigating tax deductions for charitable gifts.  |
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.  |
AFP eWire May 29, 2006 |
Contributions to Community Foundations Increase Dramatically Donors contributed $245 million to community foundations in Canada in 2005, an impressive 17% growth from the previous year. It is the second consecutive year that contributions to community foundations have reached an all-time high.  |
AFP eWire April 3, 2012 |
New Survey Looks at How Charities Are (And Are Not) Connecting With Donors in Canada Donors may surprise charities in some of the priorities they emphasize in their interactions with charities, according to What Canadian Donors Want, a new survey conducted by AFP of more than 1,000 donors across the country.  |
Entrepreneur April 2004 Joan Szabo |
Hey, Give a Little! Thinking of making a charitable donation? Giving to charity and receiving a tax deduction for your contribution remains a win-win situation, even though there are more federal restrictions on giving than ever before and federal tax brackets are lower due to recent tax law changes.  |
Commercial Investment Real Estate Sep/Oct 2012 Duncan Patterson |
Donations Demystified Certified Commercial Investment Members can play a role in the real estate gifting process. Charitable gifting through donations of real estate is one of the most underutilized methods of transferring assets in today's market.  |
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.  |
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.  |
Investment Advisor April 2007 Savita Iyer |
An Underutilized Charitable Option More education is needed to encourage tax-free gifts to nonprofits from financial advisory clients' IRAs.  |
The Motley Fool November 8, 2006 Dan Caplinger |
Make Your Mark Making a bequest to your favorite charity may be the best way to leave your legacy.  |
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.  |
AFP eWire August 15, 2005 |
Matching Foundation Payout Rates to Mission A new report argues that foundations would be better served by matching their payout rate to the specific needs and programs of their mission as opposed to an arbitrary, government-set limit.  |
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.  |
AFP eWire December 17, 2014 |
Charitable Giving, Donor Retention Levels Increasing, Reaching Near Pre-Recession Levels For the fourth consecutive year, charitable organizations across the U.S. saw growth in both the level of funds they raised, as well as how well they retained donors from year to year.  |
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?  |
AFP eWire September 24, 2007 |
New Organization to Help Higher Ed Donors Attach Strings to Gifts Citing concerns over accountability and donor intent, three foundations have created a nonprofit group that will assist donors in attaching legally enforceable conditions to their gifts to colleges and universities.  |
AFP eWire May 21, 2007 |
Foundations Don't Support Overhead Costs, Do They? A new study suggests that foundations are more likely to support overhead expenses and award unrestricted gifts than most nonprofits realize.  |
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.  |
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.  |
The Motley Fool February 1, 2007 Dan Caplinger |
IRS Attacks "Charitable" Cheats A few bad apples can spoil everyone's good tax benefits. That said, some taxpayers' tendency to squeeze every dime they can from available deductions is unfortunate.  |
The Motley Fool November 30, 2010 Dan Caplinger |
You Don't Have to Be Rich to Do Good Supporting charity isn't just for billionaires.  |