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| AFP eWire |
U.S. Top Taxpayers Get Richer, Give More The top 400 taxpayers in the United States reported income of more than $85 billion in 2005 and gave over $7.5 billon to charity, according to Internal Revenue Service.   |
Registered Rep.
March 1, 2008
Kevin McKinley |
Gimme A Break Tax breaks for charitable giving. |
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
March 10, 2008 |
Unmarried Women More Generous Than Unmarried Men Unmarried women contribute more to charity on average in every income category as compared to unmarried men, according to a new study. |
The Motley Fool
October 21, 2005
Roy Lewis |
Share the Wealth Donating money to worthy causes is wonderful, but you'll get even more tax advantages if you donate appreciated stock instead. Here's how it works. |
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. |
The Motley Fool
December 10, 2004
Roy Lewis |
Charitable Contributions of Stock While donating money to worthy causes is wonderful, especially this time of the year, it can be even more wonderful to donate appreciated stock instead of cash. The tax advantages can be well worth it. Here's how it works. |
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. |
PC World
December 28, 2000
Tom Mainelli |
Donate Online and Save on Taxes Donate on the Web right now and you can still deduct for the year 2000. |
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. |
The Motley Fool
December 7, 2006
Mary Dalrymple |
Give It All Away Some alternative ways to bestow your riches on a deserving charity. |
AFP eWire
May 19, 2008 |
Market Volatility Calls for Long-Term Approach to Donating Securities Donors waiting for just the right time to donate their stocks to charity will be waiting a long time and instead should focus on a longer-term "investor" approach to giving. |
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. |
The Motley Fool
December 15, 2004 |
Give Stock, Not Cash Tax advantages can make donating stock instead of cash to charity very worthwhile. Here's how it works, if you're thinking of donating some stock. |
Commercial Investment Real Estate
Sep/Oct 2013
Mary Stark Hood |
Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity. |
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. |
The Motley Fool
December 7, 2006
Dan Caplinger |
Don't Donate in the Dark Make sure your donation does what you want. Here's how. |
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. |
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
October 20, 2006
Dan Caplinger |
Make Your Match! Double the power of your charitable giving. Many employers encourage their employees to make donations to charity by offering to match their donations. |
AFP eWire
May 17, 2004 |
Nine in Ten Canadian Millionaires Will Donate to Charity in 2004 Nearly 90 percent of Canadian millionaires intend to make a financial contribution to a charity this year, according to the Ipsos-Reid Affluent Canadians Report. |
The Motley Fool
September 28, 2006
Dan Caplinger |
Start Your Own Charity If you feel motivated to go beyond writing a check or working an hour or two a week to make your community a better place to live, you should think about taking the next step and creating a new charitable organization of your own. |
AFP eWire
September 26, 2005 |
Powerful Giving Incentive in Katrina Relief Legislation Congress has passed a Hurricane Katrina tax relief bill that does not include the IRA Rollover provision, but does contain a new incentive that could encourage additional giving. |
BusinessWeek
November 24, 2003
Ellen Hoffman |
A Tax Ambush? Before Dec. 31, do a dry run to see if you're liable for the alternative minimum tax. |
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. |
The Motley Fool
November 23, 2009
Dan Caplinger |
What to Do With Your Winning Stocks Help others and help yourself by being smart with charitable gifts. |
AFP eWire
May 18, 2010 |
Understanding High Net Worth Donors A new study of high net worth individuals in the U.S. and the U.K. found that those that gave the most did so out of a sense of responsibility or duty. |
Registered Rep.
November 2, 2015
David H. Lenok |
A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder? |
AFP eWire
December 2, 2014 |
Tax Incentives Worldwide Help Increase Charitable Donations Says New Global Study The proportion of people who make financial contributions to charity is significantly higher in countries offering tax breaks for giving. |
Registered Rep.
February 1, 2006
Janet Arrowood |
The Four Win Strategy A growing number of Americans are saving more money than they're likely to spend in their lifetimes. For advisors, it's a good time to talk to such clients about endowing a college scholarship, getting their name on a hospital wing, or leaving any other kind of legacy behind. |
The Motley Fool
November 5, 2008
Dan Caplinger |
The Smart Tax Break You Shouldn't Miss Before you write a check to your favorite charity, take a moment to figure out the best way to make the most tax benefit of the donations you're planning to make. Here are some ideas on how best to handle your 2008 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. |
AFP eWire
February 21, 2005 |
Manitoba the Most Generous Province, Again For the fifth consecutive year, Manitoba is Canada's most generous province, according to the 2004 Generosity Index, released by The Fraser Institute. |
The Motley Fool
October 30, 2008
Dan Caplinger |
The Best Advice Jim Cramer Ever Gave Sometimes it's not how you invest -- it's why you invest, if you create a charitable trust. |
AFP eWire
November 12, 2007 |
Most Americans Not Aware of Advantages of Giving Securities A new report shows that American donors could realize $4.5 billion in additional tax savings if they gave appreciated securities instead of cash, but most are not aware of the tax advantages. |
The Motley Fool
November 27, 2006
Dan Caplinger |
Charities and Endowments In the same way that opening an investment account or buying your first mutual fund may signify your arrival at a new stage in your financial development, establishing a permanent endowment fund can be a major milestone in the history of a charitable organization. |
AFP eWire
August 13, 2004 |
Estate Tax Repeal Hurts Charities, New Evidence Suggests The non-partisan Congressional Budget Office has released two new studies that indicate that the repeal of the estate tax will have a significant negative impact on charitable giving. |
Financial Planning
August 1, 2009
Martin M. Shenkman |
Keep Giving Charities need your knowledge to guide past and prospective donors in how to give now. When times were good, people gave because they felt rich or their accountant said they needed the tax write-offs. Your expertise can help clients see how to continue to give in today's different circumstances. |
Financial Planning
February 1, 2005
Jennifer A. Liptow |
White Paper Oh, Woe (What a $10 Million Nest Egg Brings): Many wealthy individuals haven't taken the basic steps necessary to protect their assets, leaving their legacy and their families' financial security to chance. |
Bank Systems & Technology
January 23, 2008
Maria Bruno-Britz |
Jane Grebenc Named Head of KeyCorp Wealth Management In her new role, she will oversee the Key business groups that provide investment, banking, insurance, and trust services to affluent individuals and families. |
The Motley Fool
December 4, 2006 |
Giving Stock to Charity In addition to doing good, your donation can also nab you some tax benefits. |
Registered Rep.
June 1, 2008
Kevin McKinley |
CRUTS And CRATS Charitable lead trusts and charitable remainder trusts: which are better for your wealthy clients? |
AFP eWire
May 7, 2007 |
Donation of Securities in Canada Expected to Surge, Great Potential for Future A new study in Canada predicts that gifts of securities to charities not only increased dramatically in 2006, but also the potential for such gifts remains largely untapped. |
Financial Planning
January 1, 2009
Stacy Schultz |
Manage My Wealth Most affluent individuals do not like the term "wealth management," a new study by SpectremGroup reveals. |
Commercial Investment Real Estate
Nov/Dec 2006
Len Jarrott |
Considering CRTs Charitable remainder trusts are an exit option for commercial property owners. |
AFP eWire
April 26, 2004 |
Intergenerational Transfer of Wealth More Than Just Cash Recent article states large portion of intergenerational transfer of wealth to charities will be in the form of non-cash gifts. |
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
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. |
Commercial Investment Real Estate
Jan/Feb 2011
Chase V. Magnuson |
A Guide to Giving How can Certified Commercial Investment Members assist the charitable community? |
Investment Advisor
October 2009
James J. Green |
Forget Chicken Little What's the current state of philanthropy? |
