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.
10 Best Practices for Disaster Relief Giving
By Michael S. FischerIn the confusion and uncertainty following a disaster, the haste to do something can end up creating more harm than good, Rockefeller Philanthropy Advisors writes.
October 06, 2013
Sweat the Debt, Not the ShutdownStock markets are shrugging off the political mess, but will the bond markets be so kind later this month?
October 03, 2013
U.S. Foundations Gave $51B in 2012U.S. private and community foundations grantmaking in 2012 reached an estimated $50.9 billion, according to the Foundation Centers new annual study.
September 30, 2013
Suddenly Single in a Financial FogYouve heard me lament that womens financial sophistication doesnt seem to be improving.
September 30, 2013
What I Wish Every Prospect Had Considered Before Asking ‘Can I Retire?’In part one of a series, the issues that investors should address well before they seek your sometimes heart-wrenching answer to this question.
September 30, 2013
Private Foundation Assets Rebound From RecessionPrivate foundation endowments returned an average of 12% in 2012, according to a new study by the Council on Foundations and Commonfund Institute.
September 26, 2013
LPL Lands Retirement Plan Deal With New York LifeThis comes on the heels of the broker-dealers news of a similar program with Vanguard in August.
September 26, 2013
Head Start, Meals on Wheels Among Programs Bruised by Budget ImpasseAutomatic spending cuts are starting to pinch nonprofits, and this could worsen unless Congress and the White House conclude a deal to reduce the deficit.