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Investment Advisor
September 2009
James J. Green
Catching Up With: Kim Wright-Violich Schwab Charitable has expanded the underlying investment options in its Charitable Gifts Accounts and introduced a new online advice tool. mark for My Articles similar articles
Registered Rep.
May 4, 2011
Jerry Gleeson
Complex Assets Find a Place in HNW Donor Strategies Affluent households with philanthropic inclinations are giving more than just cash these days. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
December 2007
Kathleen M. McBride
Give, Wisely Led by the Fidelity, Vanguard, and Schwab juggernauts, donor advised funds are glowing and growing. Clients and advisors may find funding a DAF account easier than they realized. 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
AFP eWire
November 5, 2007
Financial Advisers Need More Philanthropic Training Many financial advisers admit they are not comfortable with their knowledge of charitable giving, according to new research. 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
Financial Advisor
September 2006
Beck & Leibell
Life Insurance For Charitable Gifting The use of life insurance to make charitable gifts can be an effective and cost-efficient means of fulfilling charitable intentions without making a sizable donation while alive. mark for My Articles similar articles
Investment Advisor
December 2006
James J. Green
Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy. 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
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. 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
AFP eWire
February 4, 2015
Charitable Giving Coalition Letter to the President The Charitable Giving Coalition, a diverse group representing private and community foundations, supports the language included in the Buffett rule proposal in the Administration's FY 2016 Budget that specifically protects the full value of charitable deduction. mark for My Articles similar articles
Commercial Investment Real Estate
Mar/Apr 2013
Mary Stark Hood
Real Estate Gifting Realized: Bargain Sales Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. Real Estate Gifting Realized, a program launched by the CCIM Foundation, facilitates the donation of real estate to charitable organizations. 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
Commercial Investment Real Estate
May/Jun 2014
Mary Stark Hood
Charitable Donations of Life Insurance Life insurance is often overlooked as a gifting option when individuals are considering gifts to charities, but it can be an effective way to provide a charity with funds for future work. 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
AFP eWire
September 30, 2015
Trump Tax Plan Mixed on Charitable Giving Andrew Watt, the president of the Association of Fundraising Professionals, released a statement in response to Donald Trump's tax reform plan. 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
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
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
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
Registered Rep.
November 11, 2010
Jerry Gleeson
Tax Cut Sunset Won't Hurt Philanthropy Some affluent investors are wondering, "Do I skip writing the check this year and make the donation in 2011, when I might need a deduction more?" mark for My Articles similar articles
The Motley Fool
November 23, 2009
Dan Caplinger
What to Do With Your Winning Stocks Help others and help yourself by being smart with charitable gifts. mark for My Articles similar articles
Financial Planning
January 1, 2011
Hot Topics Recovery going on in charitable donations... new target-date fund proposals... alternative strategies for charitable giving... mark for My Articles similar articles
Registered Rep.
April 1, 2008
Kevin McKinley
Giving And Saving With CLTs Here's how high-net-worth clients can use charitable trusts to pass more money to charities now, and cherished family members later -- with much less going to Uncle Sam. mark for My Articles similar articles
The Motley Fool
December 7, 2006
Elliott Orsillo
Fun With Charitable Gift Funds One option for giving to charity, which is available to many of us, is to donate stock. Donating stock rather than giving cash can have significant tax advantages. mark for My Articles similar articles
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. mark for My Articles similar articles
AFP eWire
October 17, 2005
President Signs Katrina Giving Measures The president has signed into law new charitable giving provisions as part of a Hurricane Katrina tax package designed to encourage giving both to relief organizations and charities overall. 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
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
AFP eWire
February 28, 2014
Charities, Fundraisers Call New Tax Plan a "Mixed Bag"--Appreciate Simplification, Concerned About Impact on Giving The Association of Fundraising Professionals today expressed its appreciation to Rep. Dave Camp (R-Minn.) for recognizing the unique value of the charitable deduction in his new plan that seeks to simplify the tax code. mark for My Articles similar articles
The Motley Fool
October 20, 2006
Dan Caplinger
Make Your Match! Double the power of your charitable giving. Many employers encourage their employees to make donations to charity by offering to match their donations. mark for My Articles similar articles
The Motley Fool
December 22, 2009
Dan Caplinger
The Easiest Way to Double Your Money Your employer may make your charitable donations go further. mark for My Articles similar articles
AFP eWire
December 5, 2012
Hundreds of Charitable Leaders Descend on Capitol Hill to Make Case for Charitable Tax Deduction "The message was clear. The crucial work of the charitable sector in our communities is at risk when any proposals to limit or cap the charitable tax deduction are considered," said Rhett Butler from the American Association of Gospel Rescue Missions. 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
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. mark for My Articles similar articles
The Motley Fool
October 31, 2007
Dan Caplinger
It's Time to Give Charitable organizations make a big push for donations at the end of each year, wanting to capitalize on the time left for donors to make tax-deductible gifts. Here are a few pointers on managing your charitable giving. 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
The Motley Fool
January 6, 2010
Dan Caplinger
If You Think the Market's Doomed, Do This Now Charities need your help now more than ever, and giving can help you as well. mark for My Articles similar articles
AFP eWire
September 10, 2015
Bush Tax Plan Preserves Charitable Deduction Governor Jeb Bush has proposed a tax reform structure that protects America's long-standing commitment to charitable giving and philanthropy by keeping the value of the charitable deduction intact. mark for My Articles similar articles
AFP eWire
February 4, 2015
AFP Statement on President Obama's FY 2016 Budget AFP is pleased that the Obama Administration recognizes the importance of charities, and the critical part the charitable deduction plays in our society, in its FY 2016 Budget. mark for My Articles similar articles
The Motley Fool
December 10, 2004
Roy Lewis
Charitable Contributions of Stock While donating money to worthy causes is wonderful, especially this time of the year, it can be even more wonderful to donate appreciated stock instead of cash. The tax advantages can be well worth it. Here's how it works. mark for My Articles similar articles
AFP eWire
March 5, 2014
Limiting Charitable Deductions Is Not The Way to Position U.S. for the 21st Century A budget proposal that would cap all itemized deductions -- including the charitable deduction -- at 28 percent for certain taxpayers would hurt charities' ability to help our citizens prepare for the 21 st century. 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
The Motley Fool
June 13, 2006
Dan Caplinger
A Trust for All Seasons: Charitable Trusts These trusts can help you donate to worthy causes -- and save on taxes. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
AFP eWire
November 21, 2005
U.S. Senate Passes Tax Reconciliation Bill Containing Giving Incentives and New Taxes on Certain Contributions In general, the Senate bill appears to be a mixed bag for the sector, containing a number of provisions that appear likely to boost charitable giving. mark for My Articles similar articles