Philanthropy Focus: Maximize Client Charitable Giving, Pt. 1—Assets & Vehicles
In this season of giving, Fidelity Charitable's Amy Danforth's prescriptions for choosing the right assets and vehicles to best meet your client's—and their charity's—goals.
Philanthropy Focus: Expert Offers Tips to Make Year-End Giving Count
NPT’s Eileen Heisman tells AdvsorOne how to make philanthropy ‘smart and strategic’ and not done just to beat the Dec. 31 deadline for tax purposes.
Financial Crisis Takes Toll on Social Justice Giving: Foundation Center
The global financial crisis has disproportionately affected grant makers who work on issues ranging from human rights to environmental justice, and their recovery remains in jeopardy, according to a new report released last week by Foundation Center.
FINRA Warns BDs on Use of Senior Designations
FINRA is warning BDs to ensure that their supervisory procedures regarding use of certifications and designations in advising senior investors are in order, as protecting vulnerable customers continues to be a high regulatory priority for FINRA.
Kim Laughton of Schwab Charitable on Advisors & Philanthropy: Schwab Impact Video
Your clients will be making charitable donations, especially in this time of year. The head of Schwab Charitable discusses strategies advisors can use to be part of the philanthropic process.
Year-End Gift Giving Will Be More Modest—and ‘Meaningful’
A study released Monday by World Vision indicates that 71% of American adults surveyed reported that they would spend less on holiday presents this year because of the current economic climate.
Donor Advised Funds: A Less Expensive Charitable Alternative?
Donor Advised Funds can allow your clients to align their planning and charitable aspirations.
Charities Under Obama Tax Plans Would Feel Some Pain: Study
Tax code proposals would have limited short-term effects, but in long-term might hurt, Indiana University study finds.
Wall Street’s Top 10 Corporate Good Guys
The U.S. finance industry has taken a beating for its role in the economic crisis, but according to Corporate Responsibility magazine, there are still 10 good guys in the sector.
Favorite 10 Philanthropists: Carnegie, Oprah, Aguilera & More
Andrew Carnegie kicked off the idea of the rich elite giving back; so AdvisorOne humbly highlights 10 people—of the many to highlight—who used their wealth to help others.