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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.  |
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 January 4, 2007 Dan Caplinger |
Community Foundations and Philanthropy Learn how local groups can enhance your giving experience.  |
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.  |
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.  |
Financial Advisor September 2006 Bruce W. Fraser |
Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture.  |
Financial Advisor February 2010 Eric L. Reiner |
Shaking The Foundation Donor-advised funds report droves of conversions from private foundations.  |
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.  |
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 September 2004 Raymond Fazzi |
Helping Clients Help More advisors are assisting clients with charitable giving.  |
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.  |
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.  |
Financial Advisor May 2004 Jeff Schlegel |
The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix.  |
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.  |
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.  |
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.  |
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.  |
Registered Rep. August 12, 2010 Jerry Gleeson |
Learn the Business of Philanthropy to Keep Assets Advisors are too focused on the nuts and bolts of financial planning and tax strategies, and not looking at the larger picture of how charity is important to their clients.  |
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.  |
Investment Advisor December 2006 James J. Green |
Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy.  |
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 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.  |
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?  |
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 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.  |
Registered Rep. June 1, 2005 Russ Alan Prince |
Being Advanced Before advisors can provide advanced-planning services they must first understand the process; this article aims to outline the basics.  |
On Wall Street July 1, 2010 Martin Shenkman |
Giving Even When It Hurts Tax laws are rapidly changing, the estate tax remains undecided and the economy is still a bit on the wild side. What issues and technique should advisors be considering with clients during these trying times?  |
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.  |
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 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 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 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 Advisor September 2009 |
Advisor Emporium Foundation Source Expands Philanthropic Services... Hartford Offers Retirement Plan... Envestnet Offers Enhanced Accounts... Drucker and Bruckenstein Offer Webinars... Broadridge Financial Creates Aspire... W.P. Stewart Now Open to Advisors...  |
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.  |
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.  |
Financial Advisor December 2010 Bruce W. Fraser |
Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients.  |
AFP eWire June 23, 2008 |
U.S. Charitable Giving Surpassed $300 Billion in 2007 Foundation grant making, which made up 12.5 percent of total giving, is the fastest growing source of charitable donations.  |
Investment Advisor October 2009 James J. Green |
Forget Chicken Little What's the current state of philanthropy?  |
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.  |
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.  |
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.  |
AFP eWire May 26, 2008 |
Foundations Viewed Positively, But Are Virtually Invisible to Many Americans A new study shows that a large percentage of Americans, including those engaged in the charitable sector, know very little about foundations but nonetheless tend to have favorable perceptions of them and their work.  |
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.  |
Registered Rep. April 29, 2013 Brill & Donovan |
The Perils of Global Giving Global philanthropy is on the rise, but wealthy individuals and foundations need to avoid the legal pitfalls.  |
Financial Advisor September 2007 Jeff Schlegel |
Donating Outside The Box Such vehicles as donor-advised funds, private foundations and charitable remainder trusts are commonly used by many financial advisors to help clients achieve their charitable goals. But sometimes unconventional steps can also play a philanthropic role.  |
Financial Advisor November 2005 Grove & Prince |
A Dangerous Disconnect Many advisors don't understand what their wealthy clients want -- or need. By being able to deal with the planning concerns of the affluent by brining in the proper experts, the financial advisor will end up growing his or her business.  |
AFP eWire August 9, 2004 |
A "Golden Age for Philanthropy" Ahead? The July 29 issue of The Economist predicts that another golden age for philanthropy and charitable giving is about to occur not only in the United States, but also around the world.  |
AFP eWire June 4, 2007 |
Millionaires Gave More in 2006, but Is Philanthropic Interest Waning? Two recently released studies provide contrasting data about whether millionaires will give more in 2007 than in 2006 and if their interest in charitable giving is on the decline.  |
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.  |
AFP eWire April 9, 2007 |
Foundation Giving Rises to $40 Million Foundation giving in the United States grew to $40.7 billion in 2006, an 11.7% increase from the previous year, according to a new study.  |