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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 February 2010 Eric L. Reiner	Shaking The Foundation Donor-advised funds report droves of conversions from private foundations.
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.
Inc. December 2006 Daniel Akst	Foundations R Us You can give it away as smartly as you made it.
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.
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?
Financial Advisor September 2006 Bruce W. Fraser	Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture.
Investment Advisor February 1, 2011 Lewis Schiff	Give It Away Today Philanthropists have gone public about why they give.
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.
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...
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 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.
Financial Advisor May 2004 Jeff Schlegel	The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix.
Trusts & Estates April 2003	Editor's Briefing For Love of Fairness... Pray For The Rich... Alternative Investments... Tax Law... etc.
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.
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.
Financial Planning March 1, 2006 Suzanne McGee	High Impact Philanthropy Today's donors want to do more than attend benefits -- hey want to effect real change. And they're counting on financial advisers to help them channel their generosity.
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.
Searcher February 2007 Cecilia Hogan	Philanthropy -- Not Just for Rock Stars: "Real People" and Digital Donations A look at trends in online giving, the impact of disasters, being effective in your philanthropy, and resources for researching charities.
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 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 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.
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.
AFP eWire June 30, 2008	Donors Who Mean Business High net worth business owners are dedicated donors who have incorporated philanthropy into their financial plans and will give steadily despite the economic environment.
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?"
AFP eWire January 12, 2010	Six Types of Wealthy Donors A new study identifies six types of high net worth donors and explains what motivates them to give.
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.
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.
On Wall Street December 1, 2010 Matthew F. Erskine	Be Mindful Of Your Clients' Tax Wishes This Season Accountants, financial planners, attorneys and investment managers, are busying themselves with the changes (or lack thereof) to the income, estate and gift tax codes beginning January 1, 2011.
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.
The Motley Fool December 21, 2007 Brian Richards	Be Like a Billionaire A new study shows that giving can make you wealthier.
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.
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.
Foundation News & Commentary May/Jun 2006 Maria Schneider	Leveraging the Gift A well-thought-out approach to corporate matching gift programs is critical to creating value for the companies.
The Motley Fool December 20, 2006 Dan Caplinger	Giving Is Good Business Small businesses should realize that they don't need to give away millions of dollars in cash or products in order to make a difference in their communities.
Commercial Investment Real Estate Sep/Oct 2012 Duncan Patterson	Donations Demystified Certified Commercial Investment Members can play a role in the real estate gifting process. Charitable gifting through donations of real estate is one of the most underutilized methods of transferring assets in today's market.
Commercial Investment Real Estate Jan/Feb 2013 Jennifer Norbut	Building the Foundation As a pillar of education in the commercial real estate CCIM Institute has helped thousands of members advance their careers. In the early 1990s, the Institute formalized the Education Foundation of the CCIM Institute, which is now known as the CCIM Foundation.
Financial Planning December 1, 2010 Suzanne McGee	The New Philanthropy Betsy Dickey was startled and dismayed to realize how much she had to learn about what is involved in becoming a hands-on philanthropist rather than just a checkbook donor.
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 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.
Financial Planning October 2, 2007 Jim Grote	Extreme Philanthropy Giving 'til it hurts takes on a whole new meaning when clients join the 50% League. But each philanthropic plan needs a financial plan and estate plan to go along with it.
AFP eWire December 10, 2007	Majority of Households Give, But Still Many are Not Consistent A majority of U.S. households give to charity consistently every year, but almost three in ten shift every year between giving and not giving.
AFP eWire December 20, 2011	Women Drive Philanthropic Decisions in Wealthy Households, but Nonprofits Must Work for Their Trust, Study Finds In nearly 90 percent of high net worth households, women are either the sole decision maker or an equal partner in decisions about 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.
BusinessWeek December 1, 2003 Conlin & Hempel	The Corporate Donors BusinessWeek's first annual ranking of America's most philanthropic companies
Registered Rep. June 7, 2010 Jerry Gleeson	Feeling Generous? So Are Your Clients Americans will be feeling more generous this year, according to a projection from the Center on Wealth and Philanthropy at Boston College.
AFP eWire August 4, 2010	40 U.S. Billionaires Accept Gates, Buffet Giving Challenge Forty billionaires have now signed on to Bill and Melinda Gates' and Warren Buffett's "Giving Pledge," promising to donate a majority of their fortunes to charity.
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.
BusinessWeek November 29, 2004	The Greatest Gifts Of All The Top 50 donors in BusinessWeek's annual ranking of America's leading philanthropists have already given an enormous amount of their money to charity over the course of their lifetimes. This year many supersized their donations.
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.