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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
BusinessWeek
November 8, 2004
For Nonprofits, "It's a How Crisis" Professor and author Paul Light says the biggest problem is underinvestment in infrastructure, which leads to more inefficiency at nonprofits. mark for My Articles similar articles
Registered Rep.
September 1, 2004
Susan L. Hirshman
Calling on Nonprofits Financial advisors who present themselves as fiduciary experts can help nonprofit organizations while simultaneously expanding their own businesses. 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
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
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
Job Journal
November 23, 2008
Shelly Cryer
A New Day in the Nonprofit Sector The dynamic, evolving, and rapidly expanding nonprofit sector offers abundant career opportunities -- and plenty of jobs providing a livable salary. 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
Searcher
February 2004
Hazel Cameron
The Nonprofit Phenomenon Internet resources for nonprofit organizations 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
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
AFP eWire
May 31, 2004
IRS to Examine Nonprofit Executive Pay The director of exempt organizations for the Internal Revenue Service (IRS) has said that the agency plans to take a close look at how much top executives at nonprofit organizations are being paid. mark for My Articles similar articles
AFP eWire
November 20, 2006
Accountability, Impact Build Trust in Nonprofits for Wealthy Donors Providing evidence of what their contributions have accomplished and abiding by high levels of accountability are the two critical ways that nonprofits can build trust, especially for wealthy donors, according to a new survey. mark for My Articles similar articles
Registered Rep.
October 29, 2015
Anne Field
A Focus on Philanthropy During her 25 years in the business, Kalita Blessing has always helped her clients give to charity, trying to ensure the gifts were efficient and effective from a financial planning perspective. mark for My Articles similar articles
AFP eWire
March 27, 2006
Nonprofit Executives Burning Out, Planning to Leave Jobs A survey of almost 2,000 nonprofit executives found that 75 percent are planning on leaving their jobs within five years, while another 10 percent are already in the process of switching job. 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
Entrepreneur
December 2006
Carol Tice
Making a Difference If you have a passion for a cause, starting a nonprofit could be for you. 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
AFP eWire
May 15, 2006
Charities Face Major Challenges in Finding Funds for Capital Projects A new survey has found that while numerous charities have significant investment capital needs, including technology, program development and strategic planning, they face substantial challenges in accessing that capital. 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
CRM
February 2010
Jessica Tsai
Helping Hands The nonprofit sector needs CRM more than it knows, but its relationships are with donors, members, or activists - and technology is rarely a cause worth fighting for. Will the low cost of on-demand solutions finally allow nonprofits to embrace CRM? 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
Financial Advisor
September 2004
Raymond Fazzi
Helping Clients Help More advisors are assisting clients with charitable giving. mark for My Articles similar articles
The Motley Fool
November 1, 2006
Dan Caplinger
How Charities Do Good Charities have a few lessons for the business world. 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
AFP eWire
April 25, 2005
Nonprofit Sector is an Economic Force in Massachusetts The State's nonprofit sector generates about $50 billion in salaries, goods, services and expenditures for the state, according to a recent study. mark for My Articles similar articles
HBS Working Knowledge
August 16, 2004
Manda Salls
Achieving Balance in Nonprofit Governance Nonprofits are facing increasingly complex regulatory and boardroom challenges, says Harvard University's Marion R. Fremont-Smith. Can organizations respond while maintaining their missions? mark for My Articles similar articles
Financial Advisor
September 2006
Sydney LeBlanc
SMA/Nonprofit Connection Although SMAs have always provided an entree for financial advisors wishing to enter the high-net-worth market, they may also provide an entry point to a lucrative segment of that market -- foundations and endowments. 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
August 14, 2013
Ten Things You Might Have Missed (August 14, 2013) Is your nonprofit resonating with millennials?... How to get donors to give month after month... Helping the Poor Is No Longer a Priority for Today's Nonprofits... mark for My Articles similar articles
Entrepreneur
March 2005
Scott Bernard Nelson
Charity Check Using the Internet, it's easy to do a thorough job of checking up on do-gooders to make sure your money will be helping a good cause. 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
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
August 11, 2008
Most Nonprofits Devote Little Resources to Advocacy A recent survey of lobbying and advocacy activity by nonprofits shows that while many organizations are involved in policy advocacy, relatively little time, attention or resources are spent on the activity, hindering deeper policy involvement. mark for My Articles similar articles
Foundation News & Commentary
Sep/Oct 2004
Allison H. Fine
Blending the Bottom Line Nonprofits and grantmakers must meet each other halfway to move toward outcomes-focused approaches to collaboration. 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
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
BusinessWeek
November 8, 2004
Jessi Hempel
When Charity Begins At Home With the IRS focused on corporations, abuse among foundations is spreading. 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
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
Foundation News & Commentary
Mar/Apr 2005
Deborah S. Hechinger
Building Better Boards Congress has focused on compliance, but effective governance requires strong leadership. Foundation boards must step up to the task of working with chief executives to empower foundations to identify critical needs and to fund strong and effective programs. mark for My Articles similar articles
AFP eWire
February 26, 2013
Laurie Arena Rocha
Three Things Every Fundraising Professional Should Be Prepared for in 2013 These three things include executive compensation, risk management, and the current government debt reduction debate. mark for My Articles similar articles
AFP eWire
June 16, 2008
U.S. Nonprofit Sector Growing in Size and Scope According to the Nonprofit Almanac 2008, the sector employs more people, draws in more revenue, and contributes more to the gross domestic product than it did a decade ago. mark for My Articles similar articles
AFP eWire
January 22, 2013
Ten Things You Might Have Missed (January 22, 2013) 5 Smartphone Apps for Nonprofits... Ensure Sustained Giving by Planned Gift Donors... After the Yes: 12 Questions You Can Ask Donors Once They Say Yes... 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
Foundation News & Commentary
May/Jun 2006
Kosaras & Biemesderfer
Partners for Public Good Building relationships between state charity regulators and the charitable sector is important. Here's how it can be done. mark for My Articles similar articles
Foundation News & Commentary
May/Jun 2005
Wing et al.
Paying for Not Paying for Overhead Many nonprofits are sacrificing organizational infrastructure needs to tell foundations what they want to hear about overhead costs. 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
CFO
January 10, 2007
Joseph McCafferty
Misgivings Recent studies raise an uncharitable question: Is nonprofit accounting off track? mark for My Articles similar articles
AFP eWire
September 27, 2004
Confidence in U.S. Charitable Organizations Remains Unimproved The nonprofit sector is still feeling the effects of the Sept. 11 terrorist attacks, and unlike the government and other civic institutions, charitable organizations received none of the post Sept. 11 rally in confidence. mark for My Articles similar articles