Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
Private Foundation Investments Returned 15.6% in 2013
By Michael S. FischerReturns on domestic equities far outpaced other asset classes, according to the Council on Foundations and Commonfund Institute.
July 16, 2014
Schwab Charitable DAF Contributions Increase by 38%Individual account holders at Schwab Charitable granted $822 million to some 34,500 charities in the 2014 fiscal year, ended June 30.
July 08, 2014
Giving Circles Offer Point of Entry for Many Donors, Study FindsYounger donors, minority groups and women are attracted to giving collectives.
July 08, 2014
FFP Offers Grants for Pro Bono Financial PlanningThe Foundation for Financial Planning has grants totaling $118,750 for local financial planning organizations to provide pro bono planning for underserved adults.
July 08, 2014
How to Succeed as an Introverted Financial PlannerExtroverts may be held up as the idealespecially in financial planning, where it's all about relationshipsbut introverts have much to offer, especially to clients.
June 27, 2014
Watchdog Suing for Easier Access to Nonprofits’ Tax FormsA judge ruled against the IRS' motion to dismiss a lawsuit by an advocacy group aiming to make nonprofits' Form 990s more accessible.
June 26, 2014
Investing and spending habits of the affluentThe number of U.S. households with a net worth of $1 million or more reached 9.63 million in 2013.
June 26, 2014
Investing and spending habits of the affluentThe number of U.S. households with a net worth of $1 million or more reached 9.63 million in 2013.