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Investment Advisor October 2009 James J. Green |
Who's Giving, and How, and Why? If you're working with clients and want to encourage charitable giving, whom should you talk to, and how?  |
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.  |
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.  |
Investment Advisor December 2007 Kathleen M. McBride |
Give, Wisely Led by the Fidelity, Vanguard, and Schwab juggernauts, donor advised funds are glowing and growing. Clients and advisors may find funding a DAF account easier than they realized.  |
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.  |
AFP eWire April 28, 2008 |
Keeping Up With Recent Tax Law Changes A recent article offers some helpful reminders for fundraisers and donors alike for navigating tax deductions for charitable gifts.  |
AFP eWire November 5, 2007 |
Financial Advisers Need More Philanthropic Training Many financial advisers admit they are not comfortable with their knowledge of charitable giving, according to new research.  |
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.  |
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.  |
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.  |
Financial Advisor September 2006 Beck & Leibell |
Life Insurance For Charitable Gifting The use of life insurance to make charitable gifts can be an effective and cost-efficient means of fulfilling charitable intentions without making a sizable donation while alive.  |
Commercial Investment Real Estate May/Jun 2014 Mary Stark Hood |
Charitable Donations of Life Insurance Life insurance is often overlooked as a gifting option when individuals are considering gifts to charities, but it can be an effective way to provide a charity with funds for future work.  |
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.  |
Commercial Investment Real Estate Jan/Feb 2011 Chase V. Magnuson |
A Guide to Giving How can Certified Commercial Investment Members assist the charitable community?  |
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.  |
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.  |
AFP eWire February 12, 2013 Rick Dunham |
Americans Say They Will Pull Back on Giving in 2013: Can That Change...and What Can You Do? While charities are sailing into a headwind in 2013, it's far from a fait accompli that they'll see lower giving levels. Fundraisers need to understand what the giving public is thinking, how they can best connect with them and how to counter the potential negative fundraising trend.  |
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.  |
The Motley Fool January 4, 2007 Dan Caplinger |
Community Foundations and Philanthropy Learn how local groups can enhance your giving experience.  |
AFP eWire May 21, 2004 |
Gifts of Patents, Intellectual Property Under Congressional Microscope A provision in the JOBS (Jumpstart our Business Strength) Act, recently passed by the Senate, would limit a donor's deduction for gifts of intellectual property.  |
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.  |
AFP eWire February 4, 2014 Monica LaBarge |
Donor Behavior and Charitable Budgeting What if you have maxed out your charitable giving budget for the year but yet you really want to make an additional contribution to a cause? Will/do people dip into other budgets to do so? And if so, why?  |
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.  |
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.  |
Financial Advisor September 2006 Bruce W. Fraser |
Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture.  |
Investment Advisor December 2006 James J. Green |
Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy.  |
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.  |
Commercial Investment Real Estate May/Jun 2013 Mary Stark Hood |
Real Estate Gifting Realized: Charitable Gift Annuities Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.  |
AFP eWire May 22, 2012 Jason Lee |
AFP Offers Tax Incentive Recommendations to Finance Committee Andrea McManus recently testified before the House of Commons Standing Committee on Finance during its hearing on tax incentives for charitable donations.  |
Commercial Investment Real Estate Jan/Feb 2013 Mary Stark Hood |
Real Estate Gifting Realized: Outright Donations and Bequests This second article in a series on real estate gifting issues covers outright donations, various requirements for a donation to be tax deductible, and bequests.  |
Commercial Investment Real Estate Nov/Dec 2012 Mary Stark Hood |
Real Estate Gifting Realized Real Estate Gifting Realized, the new program launched by the Education Foundation of the CCIM Institute, facilitates the donation of real estate to charitable organizations.  |
Commercial Investment Real Estate Jul/Aug 2013 Mary Stark Hood |
Real Estate Gifting Realized: Charitable Remainder Trusts Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.  |
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.  |
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.  |
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.  |
AFP eWire December 8, 2014 Paul Nazareth |
Three Free Tools to Help You Increase Donations This Holiday Season Here are three simple and free tools from the team at CanadaHelps that will help your charity amplify its voice, attract new donors, and raise more this Holiday season.  |
AFP eWire October 17, 2005 |
President Signs Katrina Giving Measures The president has signed into law new charitable giving provisions as part of a Hurricane Katrina tax package designed to encourage giving both to relief organizations and charities overall.  |
The Motley Fool January 3, 2007 Dan Caplinger |
Make a Charitable Pledge Think now about your gift-giving strategy for 2007.  |
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.  |
AFP eWire May 13, 2004 |
Senate Passes Jobs Act with Car Donation Amendments, No Care Act The Senate passed S. 1637, the Jumpstart Our Business Strength (JOBS) Act, which includes provisions to crackdown on individuals who take over-inflated deductions for charitable gifts of vehicles.  |
Commercial Investment Real Estate Jan/Feb 2014 Mary Stark Hood |
Real Estate Gifting Realized: Donors, Charitable Organizations, Education, and Chapter Involvement Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.  |
Financial Advisor February 2010 Eric L. Reiner |
Shaking The Foundation Donor-advised funds report droves of conversions from private foundations.  |
AFP eWire February 4, 2015 |
Charitable Giving Coalition Letter to the President The Charitable Giving Coalition, a diverse group representing private and community foundations, supports the language included in the Buffett rule proposal in the Administration's FY 2016 Budget that specifically protects the full value of charitable deduction.  |
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.  |
Commercial Investment Real Estate Mar/Apr 2013 Mary Stark Hood |
Real Estate Gifting Realized: Bargain Sales Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. Real Estate Gifting Realized, a program launched by the CCIM Foundation, facilitates the donation of real estate to charitable organizations.  |
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.  |
AFP eWire February 28, 2014 |
Charities, Fundraisers Call New Tax Plan a "Mixed Bag"--Appreciate Simplification, Concerned About Impact on Giving The Association of Fundraising Professionals today expressed its appreciation to Rep. Dave Camp (R-Minn.) for recognizing the unique value of the charitable deduction in his new plan that seeks to simplify the tax code.  |
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.  |
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.  |
AFP eWire September 30, 2015 |
Trump Tax Plan Mixed on Charitable Giving Andrew Watt, the president of the Association of Fundraising Professionals, released a statement in response to Donald Trump's tax reform plan.  |