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Investment Advisor October 2009 James J. Green |
Who's Giving, and How, and Why? If you're working with clients and want to encourage charitable giving, whom should you talk to, and how? |
AFP eWire April 3, 2012 |
New Survey Looks at How Charities Are (And Are Not) Connecting With Donors in Canada Donors may surprise charities in some of the priorities they emphasize in their interactions with charities, according to What Canadian Donors Want, a new survey conducted by AFP of more than 1,000 donors across the country. |
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 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. |
AFP eWire July 14, 2009 |
Many Donors Not Overwhelmed by Charity Communications Most donors don't feel as if they are receiving too many communications from charities according to a new survey released recently at the Institute of Fundraising National Convention in London. |
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. |
AFP eWire August 25, 2008 |
New Market Research Offers Snapshot of Donors More than half of all donors to human and social service organizations volunteered in 2007, and a third would like to play a more active role in the charities to which they contribute |
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a strong majority of wealthy donors in the US would maintain or increase their charitable giving if the estate tax was repealed, and only 25% of those donors are motivated to leave a legacy in their giving.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 May 10, 2011 |
More People Donating Online, Say Fundraising Costs a Key Concern A new study shows that more donors from every age group are going online to make a donation, and they are increasingly sensitive to over-solicitation and fundraising costs. |
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 October 9, 2012 |
How Well Do You Know Your Planned Giving Prospects? One in five planned giving donors had never made any gift at all to the recipient charity before making a planned gift, according to a new study by The Stelter Company. |
The Motley Fool September 28, 2006 Dan Caplinger |
Do Charitable Fundraising Right Finding donors is essential for the success of your charity. Once you've done the hard work of finding them, make sure you treat them well by giving them everything they need to obtain the tax benefits they deserve. |
AFP eWire December 8, 2014 Paul Nazareth |
Three Free Tools to Help You Increase Donations This Holiday Season Here are three simple and free tools from the team at CanadaHelps that will help your charity amplify its voice, attract new donors, and raise more this Holiday season. |
AFP eWire December 18, 2012 Laura Kalick |
Wrapping Up 2012: Important Tax Reminders for U.S. Nonprofit Professionals With the country inching ever-closer to the edge of the metaphoric fiscal cliff, policymakers are discussing a number of proposals that are bound to impact nonprofit organizations' ability to raise funds now and in the coming year. |
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. |
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. |
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. |
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. |
AFP eWire April 15, 2015 Kimberley MacKenzie |
Time, Talent and Treasure: Canadian Women in Philanthropy TD Waterhouse has conducted the first in-depth review of the presence and influence of female philanthropists in Canada. |
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. |
Commercial Investment Real Estate Jan/Feb 2011 Chase V. Magnuson |
A Guide to Giving How can Certified Commercial Investment Members assist the charitable community? |
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. |
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 |
Ipsos Reid fact sheets on "What Canadian donors want" available for download Seven in ten Canadians say they have made a financial donation to charity or a non-profit organization in the past twelve months. |
AFP eWire April 28, 2008 |
Keeping Up With Recent Tax Law Changes A recent article offers some helpful reminders for fundraisers and donors alike for navigating tax deductions for charitable gifts. |
AFP eWire |
Charities Raising More Money, But Still Losing Donors For the first time in five years, charity respondents to the annual Fundraising Effectiveness Project survey saw positive gains in giving, but still continued to lose donors faster than they gained them. |
Registered Rep. June 1, 2008 Kevin McKinley |
CRUTS And CRATS Charitable lead trusts and charitable remainder trusts: which are better for your wealthy clients? |
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. |
The Motley Fool January 4, 2007 Dan Caplinger |
Community Foundations and Philanthropy Learn how local groups can enhance your giving experience. |
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. |
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. |
AFP eWire May 26, 2008 |
Big Gift Donors: Crafting the Right Online Experience A recent study of online giving preferences among wealthy donors reveals wide differences in the type and amount of contact donors wish to have with nonprofits after donating. |
AFP eWire February 4, 2014 |
What Canadian Donors Want: Information, Impact and to Help Those in Need More Canadians than ever are knowledgeable about charities and researching before they give, but many are not sure about the impact their gifts are having, according to a new survey. |
The Motley Fool January 3, 2007 Dan Caplinger |
Make a Charitable Pledge Think now about your gift-giving strategy for 2007. |
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. |
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. |
Commercial Investment Real Estate Jan/Feb 2014 Mary Stark Hood |
Real Estate Gifting Realized: Donors, Charitable Organizations, Education, and Chapter Involvement Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. |
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 June 29, 2010 |
Wise Giving? Most Donors Spend Little Time Researching Charities Only about one third of donors surveyed recently said that they did any research before donating to a charity, and those that did looked at overhead ratios above all else. |
AFP eWire July 20, 2010 |
Selling Cars and Selling Your Cause Many nonprofits today are still asking for donations as if they were selling a Model T, even as donors have grown far more discerning in the face of a barrage of appeals. |
AFP eWire July 13, 2010 |
Tackling the Problem of Asking Too Often Don't ask your donors to give more when they're not yet sure their previous donations have done any good. |
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. |
AFP eWire July 24, 2006 |
IRS Releases Data on Noncash Charitable Contributions For the first time, the IRS has gathered information about noncash charitable contributions, including type of gifts, donor demographics and which organizations were most likely to receive noncash contributions. |
AFP eWire December 22, 2009 |
Positive Signs for Canadian Giving Although a recent report from Statistics Canada reveals charitable giving in Canada dropped from 2007 to 2008, there is still room for optimism. |
AFP eWire April 6, 2010 |
Fundraising Tips: A Snapshot of Rural Donors Although people from rural communities are less likely to donate to charity, those that do give donate a higher percentage of their income than urban donors. |
AFP eWire May 19, 2008 |
Market Volatility Calls for Long-Term Approach to Donating Securities Donors waiting for just the right time to donate their stocks to charity will be waiting a long time and instead should focus on a longer-term "investor" approach to giving. |
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. |
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 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 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. |