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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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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a strong majority of wealthy donors in the US would maintain or increase their charitable giving if the estate tax was repealed, and only 25% of those donors are motivated to leave a legacy in their giving. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2011
Chase V. Magnuson
A Guide to Giving How can Certified Commercial Investment Members assist the charitable community? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
June 1, 2008
Kevin McKinley
CRUTS And CRATS Charitable lead trusts and charitable remainder trusts: which are better for your wealthy clients? mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 4, 2007
Dan Caplinger
Community Foundations and Philanthropy Learn how local groups can enhance your giving experience. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 3, 2007
Dan Caplinger
Make a Charitable Pledge Think now about your gift-giving strategy for 2007. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
December 2009
Tere D'Amato
Expert's Corner: Look Before You Give Weighing the pros and cons of charitable gift annuities. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles