New Hire Roundup: Altegris Names Jack Rivkin CIO
Meanwhile, Convergent welcomed Richard Wells and the Senate Finance Committee approved three nominees for federal positions.
Schwab, Fidelity Donor-Advised Funds Report Strong Results
Donors are taking advantage of higher market performance to give appreciated assets to charitable funds.
New Widget Makes Donor-Advised Fund Giving Easier
A group of donor-advised fund sponsors and nonprofit groups have developed a widget designed to help nonprofits simplify charitable giving and tap into DAFs.
Schwab Donor-Advised Funds Set Contribution, New Account Records in 2012
Schwab Charitable took in a record level of contributions and reached a high in new accounts during its 2012 giving season, the donor-advised fund organization reported this week.
5 Smart Approaches to Charitable Giving This Holiday Season
With so much tax and fiscal uncertainty, Schwab Charitable’s Kim Laughton offers these strategies to help donors manage the recent boom in charitable giving.
New Index Is the Kinder, Gentler S&P 500
Modeled on the S&P 500, the S&I 100 aims to identify high-impact results for donors.
Schwab Charitable’s Assets, Grants Set Records in FY12
Schwab Charitable reported this week that its charitable assets under management rose to a record $3.2 billion in the 2012 fiscal year ended June 30, an increase of 3.6% over the previous year.
Philanthropy Focus: Schwab Charitable Reports 76% Jump in Contributions
Schwab donor advised fund’s Laughton says philanthropic trends are looking good: grant-making was up 35% through November 2011 at Schwab Charitable.
Legacy Giving: Schwab Charitable Extends Reach of DAFs Beyond Donors’ Lifetime
Schwab Charitable helps donors with philanthropic activities before and after death.
In the news section of this month’s issue, you’ll see the listing of AdvisorOne’s 50 Top Women in Wealth.