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AFP eWire
May 7, 2007
Donation of Securities in Canada Expected to Surge, Great Potential for Future A new study in Canada predicts that gifts of securities to charities not only increased dramatically in 2006, but also the potential for such gifts remains largely untapped. 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
AFP eWire
July 9, 2008
Gifts of Securities Have Significant Effect on Canadian Charities The number and total value of donations of securities increased significantly from 2005 to 2006 after the Canadian government removed the capital gains tax on such contributions, according to new research. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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a strong majority of wealthy donors in the US would maintain or increase their charitable giving if the estate tax was repealed, and only 25% of those donors are motivated to leave a legacy in their giving. 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
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
AFP eWire
May 19, 2008
Market Volatility Calls for Long-Term Approach to Donating Securities Donors waiting for just the right time to donate their stocks to charity will be waiting a long time and instead should focus on a longer-term "investor" approach to giving. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2014
Mary Stark-Hood
Donation of Stock to Charitable Organizations As the year-end approaches, many individuals are making decisions on final charitable contributions. mark for My Articles similar articles
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. 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
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
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.
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
AFP eWire
June 27, 2005
Donors Increasingly Going Online Before Giving A vast majority of U.S. donors are going online to study causes they care about before making a giving decision, according to a new study. mark for My Articles similar articles
AFP eWire
May 25, 2009
Women Play Prominent Role in Giving A study of charitable giving patterns shows women have a strong influence on their spouse's giving, while high-income women are using more sophisticated giving methods than men. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
November 1, 2010
Donna Mitchell
Hot Topics Two polls dealing with the questions of future health care benefits and charity contributions are explored. mark for My Articles similar articles
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. mark for My Articles similar articles
AFP eWire
January 22, 2007
Eight in 10 Give to Charity, but Average Giving Down 83% of Americans gave to charity in 2006, but the average annual contribution among those making gifts fell from $1,352 in 2005 to $1,220, according to a new poll. mark for My Articles similar articles
AFP eWire
December 3, 2007
2007 Donations Good So Far, But What About the Holidays? A new survey shows that giving in the first nine months of 2007 was strong. However, will the U.S. housing crisis and overall economic conditions across North America affect giving in the last quarter of the year? 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
AFP eWire
August 25, 2008
New Market Research Offers Snapshot of Donors More than half of all donors to human and social service organizations volunteered in 2007, and a third would like to play a more active role in the charities to which they contribute 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
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
The Motley Fool
December 15, 2004
Give Stock, Not Cash Tax advantages can make donating stock instead of cash to charity very worthwhile. Here's how it works, if you're thinking of donating some stock. 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
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. 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
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. mark for My Articles similar articles
AFP eWire
July 24, 2006
IRS Releases Data on Noncash Charitable Contributions For the first time, the IRS has gathered information about noncash charitable contributions, including type of gifts, donor demographics and which organizations were most likely to receive noncash contributions. mark for My Articles similar articles
AFP eWire
December 19, 2005
Consumer Thinking in the Holiday Season Two new surveys provide insight into the mindset of consumers towards charitable contributions during the holiday season. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
November 5, 2008
Dan Caplinger
The Smart Tax Break You Shouldn't Miss Before you write a check to your favorite charity, take a moment to figure out the best way to make the most tax benefit of the donations you're planning to make. Here are some ideas on how best to handle your 2008 gifts. mark for My Articles similar articles
AFP eWire
June 4, 2007
Millionaires Gave More in 2006, but Is Philanthropic Interest Waning? Two recently released studies provide contrasting data about whether millionaires will give more in 2007 than in 2006 and if their interest in charitable giving is on the decline. 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
The Motley Fool
May 13, 2009
Selena Maranjian
Where Millionaires Are Turning for Help Take a page from the ultra-rich. Like them, you can use donor-advised funds to help your own portfolio and make charitable gifts. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 31, 2007
Dan Caplinger
It's Time to Give Charitable organizations make a big push for donations at the end of each year, wanting to capitalize on the time left for donors to make tax-deductible gifts. Here are a few pointers on managing your charitable giving. mark for My Articles similar articles
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. 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
AFP eWire
May 1, 2006
Older Americans More Generous, More Skeptical A new survey has found that older Americans are not only more likely to donate their time and money to charities, but also more likely to be skeptical that such organizations are honest and ethical. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
AFP eWire
October 9, 2012
How Well Do You Know Your Planned Giving Prospects? One in five planned giving donors had never made any gift at all to the recipient charity before making a planned gift, according to a new study by The Stelter Company. mark for My Articles similar articles
The Motley Fool
December 4, 2006
Giving Stock to Charity In addition to doing good, your donation can also nab you some tax benefits. mark for My Articles similar articles
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. mark for My Articles similar articles