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AFP eWire November 13, 2006	Majority of Wealthy Unaffected by Tax Incentives, Not Interested in Leaving a Legacy A new study reveals that a strong majority of wealthy donors in the US would maintain or increase their charitable giving if the estate tax was repealed, and only 25% of those donors are motivated to leave a legacy in their giving.
Registered Rep. November 9, 2010 Jerry Gleeson	Feeling Poorer, HNW Gifting Dropped in 2009: Survey Says Bah, humbug. The latest study of charitable giving among America's high-net-worth households shows a marked decline in generosity.
AFP eWire November 23, 2010	Wealthy Gave in Large Number in Downturn, Though Gift Size Decreased According to a recent study by Bank of America and Merrill Lynch, high net worth households in the U.S. continued to support charitable organizations in 2009 at levels that were remarkably consistent with those seen in 2005 and 2007.
AFP eWire December 8, 2008	Lapsed Donors Say They Don't Feel 'Connected' The top reason high net-worth donors stopped giving to a charity in 2007 was that they didn't feel connected to the particular organization, reports a new study.
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 August 6, 2007	Giving Priorities Tied to Income Lower- and middle-income donors are far more likely to give to charities that benefit the poor than are upper-income households.
Registered Rep. July 1, 2005 John Churchil	Millions to Choose From Advisors gunning for millionaire clients now have 1.3 million more prospects to choose from -- and a blueprint for what they're looking for, according to a new survey.
AFP eWire June 27, 2005	Donors Increasingly Going Online Before Giving A vast majority of U.S. donors are going online to study causes they care about before making a giving decision, according to a new study.
AFP eWire November 7, 2005	Study Predicts Charitable Giving Strong This Holiday Season Consumers will be more focused on philanthropic giving than holiday entertaining this year, according to a new study predicting giving trends for U.S. consumers.
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.
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.
U.S. Banker June 2011	More, More, More The total wealth of millionaire households is on track to balloon in the next decade, but most of that will be outside of the U.S.
Registered Rep. April 28, 2015 Robert F. Sharpe, Jr.	The Philanthropic Age Divide The key to advising philanthropic donors now is to recognize that as circumstances change near the end of life, new possibilities may open for serving clients in ways that may not have been possible at earlier stages of life.
AFP eWire February 12, 2013 Rick Dunham	Americans Say They Will Pull Back on Giving in 2013: Can That Change...and What Can You Do? While charities are sailing into a headwind in 2013, it's far from a fait accompli that they'll see lower giving levels. Fundraisers need to understand what the giving public is thinking, how they can best connect with them and how to counter the potential negative fundraising trend.
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 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.
Registered Rep. May 6, 2007 Christina Mucciolo	More Millionaires Investing on Their Own, Study Says There are a lot of millionaires in the United States. More than ever, in fact, according to recent research. But are they turning to financial advisors for help? Well, yes, and no.
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 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.
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.
AFP eWire February 4, 2008	New Study Creates Profiles of Wealthiest Households A new study develops philanthropic profiles of the wealthiest 3 percent of U.S. households based on their preferences and motivations and the process they use in giving
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 Planning November 1, 2010 Donna Mitchell	Hot Topics Two polls dealing with the questions of future health care benefits and charity contributions are explored.
Registered Rep. August 1, 2005 John Churchill	How They Stay Rich The wealthiest Americans are giving considerably less to charity than they did during the go-go years of the Internet boom.
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.
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?
AFP eWire December 8, 2009	Decreasing Value of Charitable Deduction Would Have Negative Impact, Many Charities Say More than half of charitable fundraisers surveyed indicated their organizations would be hurt by a White House proposal to decrease the value of the charitable deduction.
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.
AFP eWire May 7, 2007	Identifying Characteristics of Planned-Giving Prospects Few individuals have a charity named in their will, but those most likely to consider a bequest are aged 40 to 60 and have a bachelor's degree, according to a new study.
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.
AFP eWire April 24, 2006	Survey Shows Hurricane Relief Had Little Impact on U.S. Giving Most Americans who gave money to help victims of the Katrina and Rita hurricanes also contributed to all of their normal charities as well, according to a survey.
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.
Registered Rep. May 25, 2005 John Churchill	Millions to Choose From Advisors gunning for millionaire clients now have more prospects to choose from -- and a blueprint for what they're looking for -- according to a new survey which says that 1.3 million new American households became millionaires in 2004.
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.
AFP eWire October 27, 2008	Survey Finds Large Majority Tightening Wallets, Reducing Gifts More than 80 percent of respondents to a recent survey indicate they have become more concerned about their finances, leading half to either reduce their giving or stop giving altogether.
AFP eWire October 19, 2010	Study Shows Direct Mail is a More Important Driver to Online Giving than Online Communications More than twice as many online donors say they were prompted to give an online gift in response to a direct mail appeal compared to when they received an e-appeal.
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.
AFP eWire April 5, 2011	Cause Marketing Lowers Charitable Donations, Researcher Says Not only can cause marketing result in fewer donations, it can decrease consumer happiness, as well.
AFP eWire June 19, 2006	Annual U.S. Charitable Giving Exceeds $260 Billion American donors gave more than $260 billion to charitable causes in 2005, a 6.1% increase from 2004, according to the annual report Giving USA.
Investment Advisor December 2006 James J. Green	Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy.
AFP eWire May 1, 2006	Older Americans More Generous, More Skeptical A new survey has found that older Americans are not only more likely to donate their time and money to charities, but also more likely to be skeptical that such organizations are honest and ethical.
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.
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 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.
The Motley Fool November 8, 2006 Dan Caplinger	Make Your Mark Making a bequest to your favorite charity may be the best way to leave your legacy.
The Motley Fool January 4, 2007 Dan Caplinger	Community Foundations and Philanthropy Learn how local groups can enhance your giving experience.
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.
AFP eWire February 2, 2013	New Study Examines Charitable Giving Trends in Canada In a report recently released by The University of Calgary's School of Public Policy, author Abigail Payne examines the landscape for charitable giving in Canada.
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.
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.