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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.
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.
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.
Investment Advisor December 2006 James J. Green	Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy.
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.
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. April 1, 2008 Kevin McKinley	Giving And Saving With CLTs Here's how high-net-worth clients can use charitable trusts to pass more money to charities now, and cherished family members later -- with much less going to Uncle Sam.
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.
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.
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.
Registered Rep. August 1, 2005 Daniels, Leibell & Prince	Beyond Baseball Cards Collectibles such as art, antiques, jewelry, stamps, coins and automobiles can constitute a significant portion of the estate of a wealthy individual. Often -- and unfortunately -- advisors fail to focus adequate attention on planning for these important assets.
Financial Advisor September 2004 Raymond Fazzi	Helping Clients Help More advisors are assisting clients with charitable giving.
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 September 2006 Bruce W. Fraser	Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture.
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.
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 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.
On Wall Street September 1, 2010 Meryl R. Cosentino	Reaping The Tax Benefits Of Charitable Gift Annuities As baby boomers race toward retirement, CGAs are increasing in popularity because they fulfill the boomers' desire for supplemental income as well as their desire to support a worthy-and often personal-cause.
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.
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?
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. 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.
Financial Advisor February 2010 Eric L. Reiner	Shaking The Foundation Donor-advised funds report droves of conversions from private foundations.
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.
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 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.
Registered Rep. June 1, 2008 Kevin McKinley	CRUTS And CRATS Charitable lead trusts and charitable remainder trusts: which are better for your wealthy clients?
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.
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.
Investment Advisor December 2009 Tere D'Amato	Expert's Corner: Look Before You Give Weighing the pros and cons of charitable gift annuities.
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.
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 December 2010 Bruce W. Fraser	Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients.
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.
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 July 7, 2006 Dan Caplinger	Giving Until It Helps Planning a gift to charity can make a good thing even better for investors.
On Wall Street January 1, 2012 Michelle Lodge	Five Questions With Bryan Clontz Philanthropy is alive and well, contends Bryan Clontz, who co-founded Charitable Solutions LLC, a planned-giving, risk-management consulting firm.
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 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.
Financial Advisor May 2004 Jeff Schlegel	The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix.
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.
The Motley Fool January 4, 2007 Dan Caplinger	Community Foundations and Philanthropy Learn how local groups can enhance your giving experience.
Registered Rep. October 29, 2015 Anne Field	A Focus on Philanthropy During her 25 years in the business, Kalita Blessing has always helped her clients give to charity, trying to ensure the gifts were efficient and effective from a financial planning perspective.
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 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. 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 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.
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?
Investment Advisor December 2007 Robert F. Keane	A Matter of Principle In helping clients, financial advisors do good by giving good advice.
The Motley Fool December 14, 2006 Dan Caplinger	12 Ways of Giving Once you've decided on the charities to which you'd like to make gifts, the next step is figuring out how you want to follow through with your giving. Here are a dozen ways you can provide much-needed assistance to the charities of your choice.