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On Wall Street
October 1, 2008
Helen Kearney
The New Face of Philanthropy Women control a combined net worth of $4.4 trillion and they bring a new mindset when giving money to charities. With the coming generational wealth transfer, women will ultimately decide just where a lot of that money goes. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2008
Joseph J. Cohen
Harness Giving Talking with your clients about their philanthropic pursuits and how they go about them should take place in the context of a larger discussion about their overall long-term desires for their wealth. 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
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. mark for My Articles similar articles
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. 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
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
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. mark for My Articles similar articles
AFP eWire
January 19, 2010
Philanthropy and Gender: Not Your Mother's Bake Sale When it comes to giving money away, are there differences between men and women and their philanthropic behavior? mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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
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
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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
Searcher
February 2007
Cecilia Hogan
Philanthropy -- Not Just for Rock Stars: "Real People" and Digital Donations A look at trends in online giving, the impact of disasters, being effective in your philanthropy, and resources for researching charities. mark for My Articles similar articles
AFP eWire
June 30, 2008
Donors Who Mean Business High net worth business owners are dedicated donors who have incorporated philanthropy into their financial plans and will give steadily despite the economic environment. mark for My Articles similar articles
AFP eWire
February 5, 2013
Getting to Know Your Future Nonprofit Leaders A new report from 21/64 and the Dorothy A. Johnson Center for Philanthropy shows a behind-the-next-generation look at the future leaders of philanthropy and how their giving differs and remains the same from their parents and grandparents. mark for My Articles similar articles
AFP eWire
January 12, 2010
Six Types of Wealthy Donors A new study identifies six types of high net worth donors and explains what motivates them to give. mark for My Articles similar articles
On Wall Street
June 1, 2012
Denise Federer
The Legacy Advisor The ultimate goal of a being a legacy advisor is to guide your clients to identify the emotional concerns that transcend the financial facts and could potentially impede family relationships. mark for My Articles similar articles
AFP eWire
May 24, 2011
Six Things I Wish I Had Known at the Beginning of My Fundraising Career Here are six basic fundraising principles that I believe are fundamental to philanthropic giving and fund development. mark for My Articles similar articles
On Wall Street
April 1, 2013
Denise Federer
Facilitating Family Meetings Getting clients together as a family unit not only helps build wealth, but also cohesiveness. 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
Financial Planning
August 1, 2008
John J Bowen Jr
Wide-Angle Lens Too many advisors focus almost exclusively on their clients' investments and ignore a number of other important areas. 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
Financial Advisor
September 2004
Raymond Fazzi
Helping Clients Help More advisors are assisting clients with charitable giving. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
AFP eWire
April 15, 2015
Kimberley MacKenzie
Time, Talent and Treasure: Canadian Women in Philanthropy TD Waterhouse has conducted the first in-depth review of the presence and influence of female philanthropists in Canada. 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
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... mark for My Articles similar articles
Foundation News & Commentary
Jan/Feb 2006
Sharna Goldseker
Beyond Duty and Obligation The more a family can see that "involving the kids" does not merely mean adding children to an existing foundation system but shifting the paradigm to become multigenerational philanthropy, the better prepared they will be for the next phase of their foundation's evolution. mark for My Articles similar articles
Registered Rep.
April 28, 2015
Robert F. Sharpe, Jr.
The Philanthropic Age Divide The key to advising philanthropic donors now is to recognize that as circumstances change near the end of life, new possibilities may open for serving clients in ways that may not have been possible at earlier stages of life. mark for My Articles similar articles
Financial Planning
October 2, 2007
Jim Grote
Extreme Philanthropy Giving 'til it hurts takes on a whole new meaning when clients join the 50% League. But each philanthropic plan needs a financial plan and estate plan to go along with it. mark for My Articles similar articles
Financial Planning
October 1, 2013
Ann Rieder
Connect with Clients' Kids: 5 Steps Is your firm prepared for the transfer of assets from your clients to their heirs? mark for My Articles similar articles
AFP eWire
July 21, 2009
Study of U.S. and U.K. Wealthy Shows Generosity Still High A report published this month by Barclays Wealth indicates that high net worth donors in the United States and the United Kingdom continue to give generously despite the bad economy. 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
On Wall Street
January 1, 2012
Michelle Lodge
Five Questions With Bryan Clontz Philanthropy is alive and well, contends Bryan Clontz, who co-founded Charitable Solutions LLC, a planned-giving, risk-management consulting firm. 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
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
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
Financial Planning
May 1, 2011
Scott Schutte
The Kids Are All Right (Maybe) Countless studies find that family fortunes often dwindle away by the end of the second generation. I wonder how many of those families, with the help of a capable advisor, could have preserved the legacies previous generations built so painstakingly. mark for My Articles similar articles
Investment Advisor
December 2006
James J. Green
Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy. 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