How Philanthropists Are Responding to Political Shift in DC
One donor expressed concern about needing to "fill holes in basic services" left by government cuts. Another thought economic growth would boost charities' revenue.
Helping Clients Be Charitable Is Good for Advisors’ Business: Foundation Source
A Foundation Source survey suggests that wealth managers need to be proactive with clients about philanthropic conversations.
Has It Become Too EZ to Gain Tax-Exempt Status?
Simplified application has resulted in soaring 501(c)(3) designations by the IRS.
Vanguard Offers Guidance to Donors Wary of Tax Reform
Questions about how tax reform will affect charitable deductions have been pouring in to Vanguard Charitable from concerned donors.
9 Facets of Limited-Life Foundations’ Plan to Spend Down
Some foundations set an end date on their largesse in order to have a greater impact.
Trump Is Biggest Global Risk in 2017, Alt Investors Say
A poll at the Cayman Alternative Investment Summit found the Trump administration worried the industry more than cybersecurity, China or Brexit.
Few Big Foundations Exceed Required Distribution Minimum
Many very wealthy donors worry about how their money is being used.
15 Most Overlooked Tax Deductions: 2017
“Cut your tax bill to the bone by claiming all the tax write-offs you deserve,” Kiplinger says.
Securities America to Pay $1M Over Sales of MedCap Notes
Earlier, the IBD agreed to give some $2.8 million to some 60 investors who lost millions as the firm went into default.
Health Care Is Impact Investors' Top Cause: Survey
An American Century Investments survey examines millennials’ opinions on impact investing.