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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.  |
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?  |
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 Advisor September 2006 Bruce W. Fraser |
Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture.  |
The Motley Fool January 4, 2007 Dan Caplinger |
Community Foundations and Philanthropy Learn how local groups can enhance your giving experience.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
Financial Advisor May 2004 Jeff Schlegel |
The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix.  |
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.  |
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.  |
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 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.  |
Foundation News & Commentary Nov/Dec 2005 Simone & Venkat |
Planning for Consistency Corporate grantmakers can achieve stability through creating endowments, quasi-endowments and reserves. Here's how.  |
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.  |
Foundation News & Commentary Nov/Dec 2005 Kelly Shipp Simone |
Legal FAQs on Disaster Grantmaking Qualified disasters offer corporate grantmakers flexibility in response -- within legal parameters. Here are some.  |
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.  |
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.  |
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.  |
Investment Advisor December 2006 James J. Green |
Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy.  |
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.  |
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.  |
Registered Rep. December 1, 2004 Kevin McKinley |
Make a Killing on Kindness The fact remains that assisting benevolent activities involves two components shared by most successful financial advisors: working with rich people and being near money in motion.  |
Commercial Investment Real Estate Jan/Feb 2011 Chase V. Magnuson |
A Guide to Giving How can Certified Commercial Investment Members assist the charitable community?  |
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.  |
Commercial Investment Real Estate Sep/Oct 2014 Mary Stark-Hood |
Real Estate: A Valuable Charitable Gift Donating real estate to a charity can benefit the donor by lowering transfer expenses, reducing capital gains taxes, and providing charitable deductions at the federal and sometimes the state level, depending on state law.  |
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.  |
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.  |
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.  |
Commercial Investment Real Estate Nov/Dec 2013 Mary Stark Hood |
Real Estate Gifting Realized: Business Opportunities for Real Estate Professionals Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.  |
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.  |
Financial Advisor September 2004 Raymond Fazzi |
Helping Clients Help More advisors are assisting clients with charitable giving.  |
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.  |
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.  |
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.  |
AFP eWire October 21, 2004 |
Community Foundations See Strong Gains in 2003 Two new surveys by the Columbus Foundation and the Council on Foundations show that the community foundation field had a strong year in 2003, primarily because of the steadily improving economy.  |
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.  |