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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
February 2010
Eric L. Reiner |
Shaking The Foundation Donor-advised funds report droves of conversions from private foundations. |
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. |
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. |
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
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. |
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. |
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. |
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. |
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.
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. |
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. |
Investment Advisor
December 2006
James J. Green |
Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy. |
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. |
Financial Advisor
September 2004
Raymond Fazzi |
Helping Clients Help More advisors are assisting clients with charitable giving. |
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. |
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. |
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. |
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 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 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.
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 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. |
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
May 2004
Jeff Schlegel |
The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix. |
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. |
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? |
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 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 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. |
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. |
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. |
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.
April 5, 2011
Charles Paikert |
Clients Turning To Wealth Managers For Philanthropy Advice No opportunity to discuss philanthropy with clients should be squandered. |
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
July 7, 2006
Dan Caplinger |
Giving Until It Helps Planning a gift to charity can make a good thing even better for investors. |
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. |
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. |
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. |
The Motley Fool
January 4, 2007
Dan Caplinger |
Community Foundations and Philanthropy Learn how local groups can enhance your giving experience. |
Financial Advisor
April 2007
Raymond Fazzi |
A Lift For Giving A new legislative proposal would remove the annual limit of $100,000 on IRA rollover donations and allow a broader range of charities to receive donations and provide IRA owners with planned giving options. |
Financial Planning
January 1, 2011 |
Hot Topics Recovery going on in charitable donations... new target-date fund proposals... alternative strategies for charitable giving... |
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. |
The Motley Fool
December 7, 2006
Mary Dalrymple |
Give It All Away Some alternative ways to bestow your riches on a deserving charity. |
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. |
Investment Advisor
December 2007
Robert F. Keane |
A Matter of Principle In helping clients, financial advisors do good by giving good advice. |
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? |
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. |
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 Advisor
December 2008 |
Advisor Emporium New products of interest to the financial advisory industry. |
