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? "There is some limited anecdotal evidence that...
Catching Up With: Kim Wright-Violich
Schwab Charitable, the donor advised fund from Charles Schwab & Co., announced in early August that it had expanded the underlying investment options in its...
This DAF Has Open Architecture
Schwab Charitable expands the investment choices for its donor-advised fund (DAF) accounts and adds asset allocation tools. The result: open architecture.
Accounts That Keep On Giving
More advisors are talking about philanthropy these days, but it's still an open secret that the clients are often the ones who have to get...
It may be mid-December, but there is still time for clients to establish a private charitable foundation or donor-advised fund in 2008 and receive a...
Boomer advisors too reluctant to broach charity topic
The United Nations recently scolded Americans for not giving enough to poor countries, but here's a simple fact to make us all feel better; more...
No one need be extremely wealthy anymore to participate in charitable giving through donor advised funds (DAFs), but they can be, and some participants have...
Sowing Good Works
Philanthropy is very trendy right now. Think of Warren Buffett's decision to give away around $37 billion worth of his hard-earned Berkshire Hathaway stock to...
Good to Give
To practice charity has been considered virtuous and admirable in virtually every culture and religion since the dawn of civilization. Everyone knows, too, that it's...
Millard Fuller thought he'd given his young wife Linda everything she could possibly want. With a posh home in a tony neighborhood (and a maid...