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U.S. Banker June 2002 John Hackett |
Can't Go Wrong As more Americans set up private foundations, banks find that not only do they bring in money directly, they also attract other wealth management business.  |
Financial Advisor February 2010 Eric L. Reiner |
Shaking The Foundation Donor-advised funds report droves of conversions from private foundations.  |
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.  |
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?  |
The Motley Fool January 4, 2007 Dan Caplinger |
Community Foundations and Philanthropy Learn how local groups can enhance your giving experience.  |
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 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.  |
Financial Advisor December 2010 Bruce W. Fraser |
Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients.  |
Foundation News & Commentary Mar/Apr 2005 Linda A. Long |
Family Matters At least two-thirds of the more than 60,000 U.S. private foundations are controlled by families. If the next two decades mirror present trends, family foundations will boast more than $500 billion in combined assets.  |
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 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.  |
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.  |
AFP eWire May 6, 2004 |
Urban Institute Releases Study on Foundation Practices, Attitudes Urban Institute study reveals a wealth of data about the attitudes and practices of different types of foundations, including how they view effective philanthropy and the monitoring and evaluation processes.  |
Financial Planning December 1, 2006 Suzanne McGee |
Giving Made Easier Donor-advised funds can simplify the giving process while offering multiple ways to manage assets.  |
AFP eWire April 20, 2010 |
2009 Saw Record Decline in Foundation Giving The recent economic crisis caused the more than 75,000 grantmaking foundations in the United States to cut their 2009 giving by an estimated 8.4 percent -- by far the largest decline ever tracked by the Foundation Center.  |
Financial Planning November 1, 2005 Jim Grote |
A Game Plan for Giving Helping financial advisory clients meet their philanthropic goals is the best way to extend the planning relationship across generations.  |
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.  |
Financial Planning June 1, 2008 Jim Grote |
Family Matters Vogel Consulting now serves a clientele of more than 50 high-net-worth families on their finances.  |
Financial Planning July 1, 2009 Dune Thorne |
Charitable Connection American women are poised to become major influencers in the world of philanthropy, shaping social policy around the globe for future generations.  |
AFP eWire June 12, 2012 |
Growth in U.S. Foundation Giving Fails to Keep Pace With Inflation Giving by U.S. foundations showed a modest increase in 2011, totaling an estimated $46.9 billion and up 2.2 percent from the year before. After accounting for inflation, however, contributions by U.S. foundations were down slightly from 2010.  |
Registered Rep. June 25, 2003 Ross Tucker |
Fidelity Offering Private Foundations This week the fund giant unveiled a new service allowing registered investment advisors to create and manage private foundations for affluent clients.  |
AFP eWire September 18, 2006 |
New Standards for Community Foundations More than 260 community foundations recently earned the National Standards Seal, which was created by the council and leaders of the community foundation field. Nearly 300 more organizations are in the process of either compiling materials for their record book or are currently under review.  |
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.  |
Financial Advisor September 2004 Raymond Fazzi |
Helping Clients Help More advisors are assisting clients with charitable giving.  |
AFP eWire November 23, 2010 |
Foundations Likely to Increase Giving in 2011 It may take several years for giving to match the peak level recorded in 2008, according to estimates reported by the Foundation Center.  |
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...  |
Foundation News & Commentary Jul/Aug 2005 |
Community Knowledge at Work A preview of the Council on Foundations' Fall Conference for Community Foundations.  |
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.  |
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.  |
Foundation News & Commentary Sep/Oct 2006 Francie Ostrower |
Staying the Course A new study of community foundation effectiveness generates suggestions for increasing grantmaking impact.  |
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.  |
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.  |
Trusts & Estates May 2002 |
Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc.  |
Foundation News & Commentary Mar/Apr 2005 Andras Kosaras |
Self-Regulation An Overview of Principles and Standards Work at the Council on Foundations that provides the opportunity, leadership and tools needed by philanthropic organizations to expand, enhance and sustain their ability to advance the common good.  |
AFP eWire April 24, 2006 |
Slow, Steady Foundation Growth Seen in 2005, Expected in 2006 A new report shows steady, but unremarkable growth for the foundation sector in 2005 and forecasts much of the same for 2006.  |
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.  |
Investment Advisor January 2007 Susan L. Hirshman |
Making a Statement While any advisor can help determine basic financial goals, the mission statement offers a creative and innovative way for affluent families to not only manage their wealth but also create a structure of stewardship for that wealth for their future generations.  |
Financial Advisor March 2007 David J. Drucker |
Moving Upscale Most advisors working with semi-affluent clients, if they keep at it long enough, will eventually have a $10-million or even a $30-million client walk through their door. How does that first client find them and will the advisor's skills and knowledge be adequate to serve this ultrawealthy client?  |
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.  |
On Wall Street June 1, 2009 |
Page Eberstadt Snow Page Eberstadt Snow spent over 10 years with The Pew Charitable Trusts. She speaks about the difficulties currently faced by non-profits.  |
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.  |
Foundation News & Commentary Sep/Oct 2004 Heather Peeler |
The Philanthropic Initiative (TPI)--www.tpi.org Here's an organization that offers no-pressure assistance in sorting out your philanthropic strategic planning.  |
Financial Advisor November 2009 David J. Drucker |
Listening More, Talking Less With Barbara Culver's Purposeful Planning, the humanistic side of financial advice takes on a new dimension.  |
Inc. December 2006 Daniel Akst |
Foundations R Us You can give it away as smartly as you made it.  |
AFP eWire May 5, 2008 |
Despite Economy, Some Foundations Plan to Increase Giving Three recent surveys that asked foundations if they plan to increase their giving in 2008 and beyond show mixed results.  |
On Wall Street November 1, 2009 Lauren Barack |
Philanthropy's Challenge: Can Passion Overcome Pessimism? Helen LaKelly Hunt speaks about the philanthropic Sister Fund she founded, how it did in the last year, the possibility of having to retreat on some of her projects, and how professional financial advice assisted her goals.  |
Financial Advisor October 2005 Sydney LeBlanc |
The Billion-Dollar Equation Skill, service, plus separate accounts are key for advisors managing a billion dollars.  |
AFP eWire August 1, 2005 |
Operating Style Key Factor in Foundation Expenses A new study of the expense and compensation patterns of the 10,000 largest grantmaking foundations in the U.S. suggests not only that there are vast differences among these entities, but also operating style may be the most critical factor in determining and explaining such expenditures.  |
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.  |