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The Motley Fool January 17, 2009 Brian Richards |
Don't Squander Your Returns Consider giving them away instead. |
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. |
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. |
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. |
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. |
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. |
The Motley Fool December 15, 2009 Claire Stephanic |
What Do Bill Gates, Warren Buffett, and You Have in Common? The latest trends in philanthropy point to the individual donor. |
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. |
Financial Advisor December 2010 Bruce W. Fraser |
Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients. |
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. |
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. April 5, 2011 Charles Paikert |
Clients Turning To Wealth Managers For Philanthropy Advice No opportunity to discuss philanthropy with clients should be squandered. |
The Motley Fool September 27, 2010 Selena Maranjian |
Don't Let These Numbers Fool You Some companies can exaggerate their own generosity. |
AFP eWire July 21, 2009 |
Study of U.S. and U.K. Wealthy Shows Generosity Still High A report published this month by Barclays Wealth indicates that high net worth donors in the United States and the United Kingdom continue to give generously despite the bad economy. |
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. |
The Motley Fool December 29, 2006 Brian Richards |
Congrats on Your Profits. Now Give Them Away. Donating appreciated stock makes tax sense for you and shares your wealth with those less fortunate. |
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. |
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. |
The Motley Fool December 29, 2004 Selena Maranjian |
They Don't Get Buffett A Business Week article misunderstands superinvestor Warren Buffett and his philanthropic philosophy. Here's why. |
Investment Advisor October 2009 James J. Green |
Forget Chicken Little What's the current state of philanthropy? |
The Motley Fool December 13, 2010 Selena Maranjian |
Billionaires Are Investing in These Undervalued Assets Another day, another few billion. Why leave all the charitable giving to America's wealthiest people? |
AFP eWire August 9, 2004 |
A "Golden Age for Philanthropy" Ahead? The July 29 issue of The Economist predicts that another golden age for philanthropy and charitable giving is about to occur not only in the United States, but also around the world. |
AFP eWire November 29, 2004 |
Top Philanthropists Giving Even More While overall giving may be growing only slightly, the largest donors in the United States are increasing their gifts by tremendous amounts, according to BusinessWeek's third annual rankings of the Top 50 U.S. Philanthropists. |
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. |
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 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. |
Investment Advisor December 2006 James J. Green |
Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy. |
Inc. May 15, 2000 Steve Kirsch |
The Good Deed Doers ...his campaign to bring other Internet millionaires into philanthropy... |
The Motley Fool July 21, 2010 Selena Maranjian |
George Steinbrenner's $600 Million Jackpot Tax cuts earlier in the decade gradually reduced the estate tax to its current level of zero in 2010, but it's scheduled to revert back to its previous state in 2011. He left the game at a financially lucrative time. |
BusinessWeek November 27, 2006 Woolley & Leak |
The Top Givers High tech's deepest pockets stole the headlines this year. It's getting tougher to join the club. |
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. |
AFP eWire June 26, 2006 |
Report Provides New Ideas on Arts, Education, Health Fundraising A new report on household giving in the United States identifies several key factors, beyond just wealth and income, as to why people give to arts, education and health charities. |
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. |
AFP eWire November 20, 2006 |
Accountability, Impact Build Trust in Nonprofits for Wealthy Donors Providing evidence of what their contributions have accomplished and abiding by high levels of accountability are the two critical ways that nonprofits can build trust, especially for wealthy donors, according to a new survey. |
Foundation News & Commentary Sep/Oct 2004 Heather Peeler |
The Philanthropic Initiative (TPI)--www.tpi.org Here's an organization that offers no-pressure assistance in sorting out your philanthropic strategic planning. |
On Wall Street October 1, 2008 Helen Kearney |
The New Face of Philanthropy Women control a combined net worth of $4.4 trillion and they bring a new mindset when giving money to charities. With the coming generational wealth transfer, women will ultimately decide just where a lot of that money goes. |
Financial Advisor September 2006 Bruce W. Fraser |
Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture. |
Fast Company David Lumb |
Apple CEO Tim Cook To Donate His Fortune To Charity Cook joins an ever-growing list of wealthy philanthropists who have pledged nearly all their fortunes to charitable causes. |
Investment Advisor February 1, 2011 Lewis Schiff |
Give It Away Today Philanthropists have gone public about why they give. |
AFP eWire April 30, 2007 |
Most Giving Doesn't Necessarily Help Those in Need A new study commissioned by Google.org and conducted by the Indiana University Center on Philanthropy argues that less than one-third of all charitable giving is directed toward the poor and others in need. |
AFP eWire September 8, 2014 |
AFP's Response to National Post Article on Policing of Political Activities of Charities The charitable tax designation and the tax credit bind together the interests and concerns of all of us in the betterment of our society. |
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 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. |
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 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. |
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. |
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. |
The Motley Fool October 24, 2006 Mary Dalrymple |
Generous Fools Charitable giving climbed last year, and the pace keeps going. |
The Motley Fool December 11, 2007 Mary Dalrymple |
Find More Money for Charity Read on for a few ideas for working philanthropy into the rest of the year, not just the holiday season. |
The Motley Fool June 23, 2009 Morgan Housel |
Wanna Have Lunch With Warren Buffett? As happens every year, lunch with Buffett is being auctioned off on eBay, with the proceeds going to charity. |