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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.
Financial Planning September 1, 2008 Jim Grote	Give and Take Sean Stannard-Stockton is a financial advisor who brings the two disciplines of wealth management and philanthropy consulting into harmony for high-net-worth clients interested in giving.
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.
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.
Investment Advisor December 2006 James J. Green	Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy.
Financial Advisor September 2004 Raymond Fazzi	Helping Clients Help More advisors are assisting clients with charitable giving.
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.
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.
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.
Financial Planning July 1, 2009 Dune Thorne	Charitable Connection American women are poised to become major influencers in the world of philanthropy, shaping social policy around the globe for future generations.
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.
Financial Advisor December 2010 Bruce W. Fraser	Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients.
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 November 1, 2005 Jim Grote	A Game Plan for Giving Helping financial advisory clients meet their philanthropic goals is the best way to extend the planning relationship across generations.
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.
Financial Advisor September 2006 Bruce W. Fraser	Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture.
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.
Registered Rep. October 29, 2015 Anne Field	A Focus on Philanthropy During her 25 years in the business, Kalita Blessing has always helped her clients give to charity, trying to ensure the gifts were efficient and effective from a financial planning perspective.
Financial Advisor May 2004 Jeff Schlegel	The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix.
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.
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.
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 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 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 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. 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.
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.
Registered Rep. November 22, 2011 Charles Paikert	Nagging `NextGen' Problem: Protecting the Inheritance In addition to wealth managers' concerns about retaining the children of their clients as customers, evidence continues to pile up that parents remain highly concerned that their children won't even be able to hold on to their inheritance in the first place.
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.
Investment Advisor October 2009 James J. Green	Forget Chicken Little What's the current state of philanthropy?
Financial Planning February 1, 2005 Jennifer A. Liptow	White Paper Oh, Woe (What a $10 Million Nest Egg Brings): Many wealthy individuals haven't taken the basic steps necessary to protect their assets, leaving their legacy and their families' financial security to chance.
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 Planning August 1, 2008 John J Bowen Jr	Wide-Angle Lens Too many advisors focus almost exclusively on their clients' investments and ignore a number of other important areas.
Investment Advisor December 2007 Robert F. Keane	A Matter of Principle In helping clients, financial advisors do good by giving good advice.
Financial Planning April 1, 2008 Jim Grote	The Philanthropic Planner Robert Thompson's financial planning firm, Sage Financial, openly promotes philanthropy to its clients.
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.
On Wall Street January 1, 2012 Michelle Lodge	Five Questions With Bryan Clontz Philanthropy is alive and well, contends Bryan Clontz, who co-founded Charitable Solutions LLC, a planned-giving, risk-management consulting firm.
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.
On Wall Street November 1, 2009 Parisi & Leung	Intergenerational Wealth Transfer: The New Advisor Challenge A new survey estimates that 80% to 90% of financial advisors lose assets when their client dies -- mainly because the advisor doesn't know the client's children or heirs.
Financial Advisor March 2007 Sydney LeBlanc	Ideology Investing With SMAs Philanthropy and separate accounts charitably co-exist. The flexibility of SMAs can also help clients who establish charitable remainder trusts.
Trusts & Estates May 2002	Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc.
On Wall Street July 1, 2010 Martin Shenkman	Giving Even When It Hurts Tax laws are rapidly changing, the estate tax remains undecided and the economy is still a bit on the wild side. What issues and technique should advisors be considering with clients during these trying times?
Financial Planning September 1, 2013 John J. Bowen, Jr.	How to Reach Million-Dollar Clients To move your practice onward and upward, you may need to reconfigure the way you do business. Here s how.
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.
Entrepreneur November 2008 Scott Bernard Nelson	Doing Well By Doing Good Financial planners say giving money away can make financial sense, even for relatively young earners.
Registered Rep. September 1, 2005 David A. Geracioti	You Say, They Say In an industry survey that covered a range of issues, from estate planning to choice of investment products, the responses by wealthy clients and advisors showed a striking disconnect about the needs of high-net-worth individuals.
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.
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.
On Wall Street September 1, 2010 Meryl R. Cosentino	Reaping The Tax Benefits Of Charitable Gift Annuities As baby boomers race toward retirement, CGAs are increasing in popularity because they fulfill the boomers' desire for supplemental income as well as their desire to support a worthy-and often personal-cause.
Financial Advisor September 2007 Jeff Schlegel	Donating Outside The Box Such vehicles as donor-advised funds, private foundations and charitable remainder trusts are commonly used by many financial advisors to help clients achieve their charitable goals. But sometimes unconventional steps can also play a philanthropic role.