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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. |
Financial Advisor
February 2010
Eric L. Reiner |
Shaking The Foundation Donor-advised funds report droves of conversions from private foundations. |
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. |
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. |
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? |
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. |
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
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. |
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. |
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... |
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. |
AFP eWire
January 31, 2012 |
What to Do When Foundations Have Walled Themselves Off From Your Organization What can you do when you come face to face with a wall built by a foundation to keep organizations like yours out? |
The Motley Fool
January 4, 2007
Dan Caplinger |
Community Foundations and Philanthropy Learn how local groups can enhance your giving experience. |
AFP eWire
November 23, 2010 |
Foundations Likely to Increase Giving in 2011 It may take several years for giving to match the peak level recorded in 2008, according to estimates reported by the Foundation Center. |
BusinessWeek
January 29, 2007 |
Philanthropy: Get 'Em Started Early PNC's Bruce Bickel explains how to teach your kids money management and charitable giving. |
Financial Advisor
May 2004
Jeff Schlegel |
The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix. |
AFP eWire
May 17, 2004 |
Report Reveals What Grantees Value in Foundations A new report from the Center for Effective Philanthropy has identified several key areas that charity grantees most value in the foundations that fund their programs. |
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. |
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. |
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. |
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 Advisor
September 2006
Sydney LeBlanc |
SMA/Nonprofit Connection Although SMAs have always provided an entree for financial advisors wishing to enter the high-net-worth market, they may also provide an entry point to a lucrative segment of that market -- foundations and endowments. |
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.
April 5, 2011
Charles Paikert |
Clients Turning To Wealth Managers For Philanthropy Advice No opportunity to discuss philanthropy with clients should be squandered. |
U.S. Banker
November 2001
John Hackett |
Wealth Management Forever Wealth managers remain optimistic despite the sharp drop in personal wealth as a result of the stock market's decline... |
AFP eWire
October 8, 2007 |
"Orphan" Trusts Controlled by Large Banks, Law Firms Offer Less Charitable trusts that are created by families and then controlled by banks and law firms after family members pass away often grant fewer funds, while the fees to manage those trusts actually increase, according to a recent article in The New York Times. |
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. |
AFP eWire
May 21, 2007 |
Foundations Don't Support Overhead Costs, Do They? A new study suggests that foundations are more likely to support overhead expenses and award unrestricted gifts than most nonprofits realize. |
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. |
Financial Advisor
December 2010
Bruce W. Fraser |
Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients. |
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 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. |
Information Today
September 9, 2014
Nancy K. Herther |
The Knight Foundation Welcomes Ideas to Strengthen Libraries' Roles in the Digital Age People from around the country can submit entries for the John S. and James L. Knight Foundation's latest Knight News Challenge: "How might we leverage libraries as a platform to build more knowledgeable communities?" |
Financial Advisor
September 2004
Raymond Fazzi |
Helping Clients Help More advisors are assisting clients with charitable giving. |
Inc.
December 2006
Daniel Akst |
Foundations R Us You can give it away as smartly as you made it. |
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. |
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
September 18, 2006 |
New Standards for Community Foundations More than 260 community foundations recently earned the National Standards Seal, which was created by the council and leaders of the community foundation field. Nearly 300 more organizations are in the process of either compiling materials for their record book or are currently under review. |
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
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. |
Foundation News & Commentary
Mar/Apr 2005
Andras Kosaras |
Self-Regulation An Overview of Principles and Standards Work at the Council on Foundations that provides the opportunity, leadership and tools needed by philanthropic organizations to expand, enhance and sustain their ability to advance the common good. |
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. |
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. |
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. |
AFP eWire
June 9, 2010 |
Total U.S. Giving Decreased in 2009 The amount of money donated to charity by individuals, foundation and corporations decreased again in 2009, dropping 3.2 percent |
Foundation News & Commentary
Mar/Apr 2005
Allan R. Clyde |
Rien van Gendt The first international winner of the Council on Foundations' Distinguished Grantmaker Award discusses his cross-sector approach. |
U.S. Banker
March 2002
John Hackett |
Wealth Management Leaders With profit-generating assets shrinking because of the decline in stock prices, some of the biggest players in the wealth management field are hurting. But all assert the future is rosy, at least for them. Many have doubts, however, about the outlook for other players... |
AFP eWire
January 20, 2004 |
Foundation Leaders Debate Problems Outlined in New Report Foundations have failed to adequately address the issues of effectiveness and accountability, opening the door for Congressional and public scrutiny, argued the author of a new report examining the foundation environment. |
Trusts & Estates
March 22, 2002
Robert F. Sharpe Jr. |
Philanthropy In Uncertain Times What of the nonprofit sector? How does this sector fare during difficult economic times? Is it societal "fluff" that exists only during times of prosperity, or is it something that is resistant to the economic downturns that periodically affect the for-profit sector? |
