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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
June 4, 2007 |
Millionaires Gave More in 2006, but Is Philanthropic Interest Waning? Two recently released studies provide contrasting data about whether millionaires will give more in 2007 than in 2006 and if their interest in charitable giving is on the decline. |
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.
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?" |
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a strong majority of wealthy donors in the US would maintain or increase their charitable giving if the estate tax was repealed, and only 25% of those donors are motivated to leave a legacy in their giving.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
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. |
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 |
Investment Advisor
December 2006
James J. Green |
Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy. |
The Motley Fool
December 4, 2008
Selena Maranjian |
Hurting for Your Money Times are tough for all of us. But those charitable organizations that are trying to better the lives of those less fortunate than us are especially feeling the pinch. |
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. |
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. |
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? |
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. |
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
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
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. |
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. |
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
October 1, 2005
Jay Quinn |
Please Give Generously There are many benefits to clients when giving is incorporated into their overall financial plan, from reducing current income and estate taxes to helping to provide for retirement income. Here's what advisers need to know. |
Commercial Investment Real Estate
Jan/Feb 2011
Chase V. Magnuson |
A Guide to Giving How can Certified Commercial Investment Members assist the charitable community? |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
Financial Advisor
September 2008
Karen DeMasters |
Reducing Guesswork Helping wealthy clients set up charitable giving plans or donor-advised funds through one of the 650 community foundations that now exist in the United States is becoming more popular with financial advisors. |
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
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
December 2010
Bruce W. Fraser |
Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients. |
Registered Rep.
June 25, 2003
Ross Tucker |
Fidelity Offering Private Foundations This week the fund giant unveiled a new service allowing registered investment advisors to create and manage private foundations for affluent clients. |
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. |
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. |
AFP eWire
May 17, 2004 |
"Average" Family in U.S. Contributes More Than 40 Percent of All Giving According to new data, households earning less than $100,000 annually contribute more than 40 percent of all giving in the U.S. |
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. |
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. |
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. |
Financial Advisor
September 2006
Bruce W. Fraser |
Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture. |
AFP eWire
November 8, 2004 |
Canadian Giving Reaches Record High Charitable giving by individuals in Canada reached $6.5 billion in 2003, the highest level ever reported. |
AFP eWire
December 3, 2007 |
2007 Donations Good So Far, But What About the Holidays? A new survey shows that giving in the first nine months of 2007 was strong. However, will the U.S. housing crisis and overall economic conditions across North America affect giving in the last quarter of the year? |
AFP eWire
December 19, 2005 |
Consumer Thinking in the Holiday Season Two new surveys provide insight into the mindset of consumers towards charitable contributions during the holiday season. |
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. |
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. |
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. |
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. |
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. |
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. |
