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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? 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
AFP eWire
November 12, 2007
Most Americans Not Aware of Advantages of Giving Securities A new report shows that American donors could realize $4.5 billion in additional tax savings if they gave appreciated securities instead of cash, but most are not aware of the tax advantages. 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
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
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
January 4, 2007
Dan Caplinger
Community Foundations and Philanthropy Learn how local groups can enhance your giving experience. 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
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
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. 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
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. 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
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
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
The Motley Fool
December 19, 2008
Dan Caplinger
Don't Repeat This 2008 Mistake Target funds got billed as the perfect way to save for retirement or other long-term goals. Yet judging from their performance this year, investors who relied on target funds to get their allocations right got a nasty surprise. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
AFP eWire
February 26, 2007
IRS Seeking Comments on Donor-Advised Funds The recently enacted Pension Protection Act, which included the IRA rollover provision, mandated that the agency look at a number of issues related to donor-advised funds. 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
January 7, 2008
Mega-Gift Donors Focusing on Higher Education Higher education receives nearly half of all major and mega-gifts, according to new research. mark for My Articles similar articles
Inc.
October 2004
Jess McCuan
How To Give Your Money Away Here are some tips for finding a satisfying way to give back. mark for My Articles similar articles
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. 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
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
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
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. 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
January 1, 2011
Hot Topics Recovery going on in charitable donations... new target-date fund proposals... alternative strategies for charitable giving... mark for My Articles similar articles
AFP eWire
November 29, 2004
Top Philanthropists Giving Even More While overall giving may be growing only slightly, the largest donors in the United States are increasing their gifts by tremendous amounts, according to BusinessWeek's third annual rankings of the Top 50 U.S. Philanthropists. mark for My Articles similar articles
The Motley Fool
October 20, 2010
Selena Maranjian
Get a Bigger Bang from These Investments Target-date funds may soon be easier to evaluate. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
November 27, 2006
Philanthropic Sleuthing Here's how this year's ranking of the 50 Most Generous Philanthropists was compiled. 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
The Motley Fool
January 20, 2009
Dan Caplinger
Make the Biggest Difference You Can In a bad economy, make every dollar you donate count. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 18, 2009
Selena Maranjian
Keep These Funds on Target Be smart about how you use target-date funds. mark for My Articles similar articles
Financial Advisor
December 2008
Advisor Emporium New products of interest to the financial advisory industry. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 19, 2006
Bobby Shethia
Considering a Costly Cognizant Wall Street values the software outsourcing company's stock at too steep a premium to its business. Investors, take note. 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
June 18, 2010
Dan Caplinger
Shoot for the Right Target Target-date funds still make sense for retirement, if you know what you're doing. mark for My Articles similar articles
AFP eWire
February 2, 2009
Corporate Giving in Flux, But Not Disappearing, Study Shows Though corporate giving levels are predicted to decrease in 2009, many corporations and corporate foundations are holding steady in the amount they plan to give. mark for My Articles similar articles
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. 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
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
The Motley Fool
April 5, 2010
Selena Maranjian
Outsourcing Never Left This disturbing trend can also be profitable. mark for My Articles similar articles
Investment Advisor
September 2009
James J. Green
Catching Up With: Kim Wright-Violich Schwab Charitable has expanded the underlying investment options in its Charitable Gifts Accounts and introduced a new online advice tool. mark for My Articles similar articles
The Motley Fool
July 13, 2009
Selena Maranjian
A Perfect Solution, or a Flawed One? Not all target funds are created alike. But by keeping a focus on target funds and how they fit into your overall portfolio, you'll make sure you don't get any nasty surprises down the road. mark for My Articles similar articles